Financial Planner
B. of Bus. & Comm, MFinPlan
I have been immersed in the financial services industry since 2010, with a specialised focus on financial planning since 2016.
I have a passion for empowering everyday Australians achieve both financial and personal growth, through tailored strategic solutions that align with their best interests, addressing their unique needs, goals, and objectives.
My extensive background encompasses roles in leading corporate institutions such as BT, ANZ, and KPMG, and more recently, the boutique space with Affluens360. This diverse experience, particularly with white-collar professionals in the medical industry, uniquely positions me to guide you through your financial journey, navigating life’s ups and downs.
I hold a Master of Financial Planning (2022) and a Bachelor’s of Business & Commerce (Applied Finance) (2013) and meet all FASEA requirements. Given the ever-evolving landscape of legislation, markets, economics, strategies, and products, I stay current with industry standards through ongoing professional development and training.