Summary

With over a decade of experience in the financial planning industry since 2011, I am a passionate, seasoned financial adviser. My qualifications include a Master's Degree in Applied Finance and a Graduate Diploma in Financial Planning, underlining my expertise. I offer personalized financial solutions tailored to clients’ unique goals, ensuring a secure financial future. Let me be your trusted partner on your financial journey, delivering sound advice and strategies for your financial well-being. I enjoy building relationships with a wide range of clients to discuss their financial goals and aspirations. Guiding clients to achieve their dreams and financial freedom through smart strategies provides me with great satisfaction. It’s not just about money; it's about helping my clients build a secure future and realizing their life goals. I have the privilege to be able to donate my time to the Cancer Council by taking on pro bono, helping those in desperate need during health and financial hardships. Outside of work, I thrive on continuous learning and development, from online short courses like neuroscience to staying active at the gym. I'm also an amateur wine enthusiast and passionate about volunteering with The Smith Family, helping disadvantaged children in Australia. Member of the Australian Institute of Company Directors Member of the Financial Advice Association Australia Member of the SMSF Association Member of The Advisers Association