Summary

Professionally, I have 24 years experience in the wealth management and financial sector. Over that time, I have had the privilege of helping hundreds of clients achieve their financial, retirement and investment planning goals. I do this by taking the time to listen and deeply understand my client’s needs, before creating tailored strategies to help my clients achieve them. Academically, I hold 3 master’s degrees: a Master of Applied Finance, a Master of Financial Planning and a Master of Business Administration. Alongside my SMSF specialisation, I am also a Certified Financial Planner with the Financial Advice Association of Australia.