About Me

I commenced my career in Financial Planning in 2013 at Westpac. My technical skills and ability to interact with clients led to significantcareer advancement and promotions.I have completed a Bachelor of Commerce majoring in Economics, Finance and Financial Planning, the Certified Financial Planner’sdesignation, Advanced Diploma in Financial Planning, and further qualifications in Self-Managed Super Funds, Aged Care, MortgageBroking and Derivatives.Over the years, my interactions with clients have highlighted the importance of strong relationships, ensuring I gain a true understanding of my client’s objectives, requirements and expectations. I am a relationship driven advisor who regards my honesty, loyalty and technicalexpertise among my greatest attributes in achieving these outcomes.My area of expertise are developing strategic approaches to superannuation, investment growth, and protection of assets. This expertise,coupled with the team-based approach at Arco ensure that I am able to continually provide optimal outcomes for my clients.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Arco Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®