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About Me

I have gained experience working in a variety of finance and financial planning firms, which I undertook while studying part time. I hold two degrees, a Bachelor of Commerce and a Bachelor of Applied Finance. Studying and working concurrently has enabled me to implement and expand on the technical knowledge gained through tertiary education. I get a lot of satisfaction from researching, interpreting and compiling strategies to help people achieve better financial outcomes in their lives. I am self-driven and began learning basic financial skills in my early teens, when I was a self-employed Poultry Farmer. Whenever I get the chance, I still like to keep some poultry to have eggs at home and hatch young chicks as an activity to do together with my children. I am passionate about continuing to pursue a career in financial planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 1 Years
  • Licensed By
    Licensed By Money Options Pty Ltd