About Me

Commencing my working career in the IT industry, I changed careers in 1995, taking up a position at Westpac. I quickly moved into financial planning and took up a position at Kalgoorlie. In 1998 I moved to Bankwest at Bunbury, taking up a senior consultant role.In 2000 I joined an affiliate company of Deutsche Bank and became a qualified authorised representative in 2001. I held various positions of responsibility during this time as a facilitator and team leader, as a director of personnel who implemented and instigated programs particularly in the areas of training and customer service. In 2005 I started my own financial planning practice. In 2007, with the support of two business partners, I became a part owner in an accounting practice providing tax agent services. Having a multi disciplinary range of technical skills allows me to provide a comprehensive service to clients that incorporates both accounting and financial planning.

I am part of an award winning team, having won SMSF Firm of the Year, SMSF Adviser of the Year, SMSF Adviser: Excellence Award, and the Financial Planning Association Value of Advice Award.