I have completed a range of tertiary education qualifications that have provided me with the fundamentals to excel the financial industry. I have been involved in the industry since 2011 where I have enjoyed working across most facets of financial advice with a particular focus on wealth protection and investment planning. As commitment to my career, I have completed a Bachelor of Business (Griffith University), Master of Commerce (Griffith University) and recently completed the financial planning industry’s leading qualification of Certified Financial Planner (CFP) through the Financial Planning Association via Deakin University.
As an Advice Manager and a general practitioner of the firm, my role is to work alongside our Specialist Advisers to construct tailored financial advice documents. Our client research, analysis and financial modelling ensures that we capture what’s important to you and work towards achieving your goals and objectives together.
On a personal note, I have grown up on the Gold Coast and enjoy spending time at the beach, playing a round of golf and spending time with my family and friends. I have been a North Melbourne supporter for over 20 years and love watching aussie rules footy, Go Roos! I also enjoy traveling and I have been lucky enough to travel to over 30 countries across Asia, Europe and America.