Financial Planner
Grad. Dip FP; B. Business & Commerce
Developing strategies to help my clients achieve their goals and be on track to set up their financial future gives me with a sense of joy that not many other occupations could provide.
I have been providing personal financial advice close to a decade. My experience and background have been with some of Australia’s largest financial institutions including BT Financial, ANZ Bank, KPMG and most recently AIA Financial Wellbeing. My qualifications include a Bachelor’s degree in Business & Commerce with an Advanced Diploma in Financial Planning. I operate by building relationships with my clients, listening to their concerns, working together and then identifying the right methods and strategies to achieve their goals.
On the weekends, you may catch me out at a rugby league match as I am a passionate Canterbury Bankstown Bulldogs fan having grown up in the area where I still reside.
I am available for meetings whether it be face to face or online via Microsoft Teams for flexibility – whichever is preferred by my clients, I am happy to accommodate.
