SPECIALISATION
IN THEIR OWN WORDS
I am a self-driven financial services professional. I believe strongly in compliance and that industry changes should be embraced. Having gained broad experience in a variety of positions, I have enhanced both my risk and investment knowledge. Developing strong relationships with clients and stakeholders is essential to providing quality advice and outlining the best customer experience.
Qualifications and Memberships
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Bachelor of Business (FinRiskMngt)
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Graduate Diploma of Financial Planning
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Member of the Financial Advice Association Australia
SPECIALISATION
Debt
Management
Management
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
Super
Melbourne
TEAM
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