About Me

A good Financial Planner should be a coach and mentor. Someone who you can bounce ideas and aspirations off, who eases any worries you have about your future and sets out a plan to help you to achieve your goals.

I am a former Senior Westpac Financial Adviser within its Premium Financial Services Department Collins St Melbourne.
Within this banking area, I dealt with a diverse client base where I was able to bring my knowledge and expertise to deliver outstanding client experiences.

Ultimately, I aim for my clients are to ensure they don’t feel left out of the Financial Advice process where everything is explained in easy to understand terms with no jargon.

Areas of Focus

  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Synchron Advice Pty Ltd