Summary

I am a Private Wealth Adviser with over seven years of experience in financial services. I hold a Master of Financial Planning and am an Accredited SMSF Association Specialist, reflecting my commitment to providing informed, strategic, and tailored advice. I work closely with individuals, families, professionals, and small business owners across a broad range of industries, including agriculture. Inspired by my father’s long-standing career in financial advice, I am passionate about helping clients strengthen their financial position and achieve long-term financial well-being. I joined Ord Minnett in 2020 as an Adviser Assistant and progressed to the role of Private Wealth Adviser through dedication, technical development, and hands-on client experience. Prior to joining Ord Minnett, I worked at BT Financial Group, where I supported advisers across Australia and developed a strong foundation in advice delivery and practice support. I take pride in building trusted, long-term relationships and providing clear, practical guidance. My expertise spans financial planning, investment strategy, and superannuation, with a focus on helping clients achieve financial security and confidence over time.