Summary

I believe an effective financial planning strategy looks at ‘the big picture’; taking into account all facets of clients' individual needs, current obligations as well as their financial goals and lifestyle aspirations for the future. I have worked as a financial adviser for several financial planning organisations and have over 7 years of experience in the financial services industry. I have a strong passion for and commitment to helping clients meet their financial and lifestyle goals through appropriate and high-quality financial advice. The aspects of being a financial adviser that enjoy the most are listening to clients to deeply understand their needs, educating them so they are more informed about financial matters and building strong relationships along the way. I hold a Bachelor of Business Administration (International Business & Languages) and a Master Degree of Financial Planning including Certified Financial Planner® designation and meet the competency requirements under ASIC’s Regulatory Guide RG 146. I am a member of the Financial Advice Association Australia (FAAA) and abides by their code of professional conduct and ethics.