Financial Planner
Grad. Dip FP; B. Commerce & B. Communication
My Role as a financial planner is to help my clients achieve their goals.
Achievable goals are the backbone of any great plan. Helping my clients understand their goals and the strategies we can put in place to achieve these is paramount to our successful relationship.
I have been advising clients for 12 years in and around their personal, financial and business goals. As a financial planner there is nothing better than seeing these come to life.
I have had experience in both large corporate organisation and smaller boutique settings. Working with the Forest Wealth team fosters further personal growth and the forging of long-term relationships with my client base.
On the weekends you will find me in the garden and walking my two dogs around the beautiful diverse Inner West.
I grew up and studied in Canberra, so I support the mighty ACT Brumbies. I also travel down there to visit my family every few weeks.
I look forward to working closely with you and sharing in your success.