About Me

Private Client Adviser with Vantage Wealth Management

Financial Advice Association Australia (FAAA) Board Member

Welcome to my professional journey! I am a recently qualified financial adviser at Vantage Wealth Management, dedicated to helping clients make smart decisions with their money. I am currently pursuing a Masters in Financial Planning and enrolled in the Certified Financial Planning program.

My educational background includes studies at Curtin University, Stanford University and Kaplan University, and I have gained valuable experience through my previous tenure at Commonwealth Bank.

As a proud board member of the WA Chapter of the Financial Advice Association Australia (FAAA), I contribute to the advancement of our profession. Beyond transactions, I am genuinely committed to building strong relationships with clients, extending connections beyond financial considerations.

Why do I do what I do? Starting as a financial adviser without a clear passion, my six-year journey in the industry has transformed me. I discovered my genuine passion for using my skills and knowledge to assist people with their money. Witnessing the positive impact on our clients' lives is the ultimate reward.

How do I make a difference? It's all about connection. I take the time to developing rapport with clients, building strong relationships, and understanding their unique goals. By asking meaningful questions and making complex advice sound simple, I ensure that clients not only receive financial guidance, but also gain financial education along the way.