Summary

I am a Certified Financial Planner CFP® practitioner with more than nine years’ experience in Hood Sweeney’s financial planning and investment services. I provide comprehensive strategic financial advice to a range of clients around superannuation, investment and wealth creation. I create bespoke financial plans to achieve your finance goals. I have studied extensively throughout my career and continue to educate myself. As a result my credentials, graduate and post-graduate, mean I have the ability to navigate the complex financial climate. My extensive practical experience in the industry has taught me that my professional values are: - Don’t follow the trend - Understand the importance of value add - Deliver on promises - Give personalised service - Perform at the highest ethical standards - Focus on client centric planning Achievements: • Working with clients in regional South Australian to help manage the significant financial hardships • Presenting courses through WEA Adult Learning on Superannuation to increase financial literacy within the community Specialities: • Superannuation • Investments • Wealth creation • Asset building • Debt reduction • Retirement planning/management • Food, Wine, Hospitality sector specialist I would be happy to talk with you about creating a bespoke financial plan to achieve your goals. Reach out if you want to talk wealth creation, business and building your assets.