About Me

I've been in Financial Planning since August 2009 and worked my way up from a degree entry level administrative role, to a paraplanning role, to an associate advising role, and now a more senior advising role. I've also spent time in a coaching role to train and help other Financial Planners improve their skills, processes and performance. Ultimately, I'm passionate about helping people and numbers come easily to me. I want to help people who want to help themselves and are motivated to work with someone who will educate and empower them, not just tell them what to do. It is my personal mission to always add more value than I charge. My most rewarding days start and finish with meetings where I can see clients starting to feel more confident about taking control of their finances.