I enjoy what I do because I love making a meaningful difference in my clients’ lives. Guiding my clients through the complex world of rules and numbers and putting it in a way that helps them feel secure and that they can achieve their goals is extremely rewarding. Everyone has a unique situation that requires personalised solutions; finding this solution and working closely with my clients is why I come to work every day.
I completed my financial planning degree from Curtin University in 2010, and I’ve been working in the profession for over 14 years. Over this time, I’ve gained experience working with clients from all walks of life. My approach to advice is collaborative, educating my clients and working with them to achieve their goals.
While I am a holistic financial adviser, my passion is working with Mum & Dad style investors and helping improve their financial literacy across pre and post-retirement. I love incorporating behaviour finance into my conversations and helping clients to understand ‘why’ they make the decisions that have to do with their money.
I also provide specialised advice for people who have been injured or become disabled. Providing guidance with insurance claims and Centrelink applications, managing the complex nature of superannuation, and managing compensation payments.
I enjoy working with companies and senior management to provide holistic financial wellness seminars for their staff. I can design bespoke programs for your company, whether a proactive program to upskill financial literacy or assisting with one-off matters such as redundancy programs.
Professional Memberships: Financial Advice Association of Australia
- Bachelor of Commerce 2010 – Curtin University (Perth)
- SMSF Specialist Course 2017 – University of Adelaide (SuperConcepts)
- Certified Financial Planner 2016 – Financial Planning Association
M 0457 282 128