About Me

I have worked as a Financial Adviser since 2011 having spent the majority of my career at ANZ Banking Group, followed by Zurich Life. I have over 15 years’ experience working in the financial services and finance industry providing tailored financial advice to a wide range of clients from all different walks and stages of life to assist them in making informed financial decisions for themselves, their families and their futures.

My advice is centred on the individual goals of my clients. I believe that consideration of these goals is paramount to building a tailored financial plan that best suits the needs of my clients. My focus is on partnering with my clients on an ongoing and long term basis, as I appreciate that circumstances can and will change, requiring financial plans to be flexible and adaptable as goals and needs change.
I hold a Bachelor of Commerce (B.Com) degree from the University of Western Australia and an Advanced Diploma of Financial Services (ADFS) and am studying towards my Certified Financial Planner (CFP) designation.

Away from the office, I enjoy the thrill of endurance sports, spending my free time running, cycling and swimming as I work towards my first Ironman triathlon in Busselton. Community also plays an important part in my life. I am a senior instructor at my local lion dance, dragon dance and kung fu school and have been volunteering at the school for over 20 years.