About Me

Experience

Working locally on the Mornington Peninsula since 2019 with MPFS Private Wealth has allowed me to fulfil my passion of guiding others toward achieving financial freedom through goals based, holistic financial planning. Seeing first hand my clients reap the benefits of setting and planning to acheive their goals is truly rewarding and motivates me to continue focusing on providing excellent service and advice to those who appreciate it.


Education

I started my career in Financial Planning in after completing a Bachelor of Business in Economics and Finance. Being highly motivated and ambitious to grow my skillset and knowledge base within the industry, I’ve since completed a Masters in Financial Planning, SSA accreditation (SMSF Specialist Adviser) and CFP accreditation (Certified Financial Planner).


What I Offer

I’m focussed on helping clients uncover and set realistic and achievable goals, implementing a long term strategy to ensure these goals are achieved, all the while maintaining accountability and trust.

I firmly believe that while financial health is important, it can’t be properly enjoyed without maintaining physical and mental health.

I’m driven to establish long term relationships with those who appreciate having someone in their corner they can trust and rely upon, as well as support them through a long term planning process.

I’m always happy to have a chat to see if I’m the right person to guide you through your journey.