I have been a Financial Adviser since 2008, having worked in the financial services industry since 2006. Prior to joining Mortgage Choice Financial Planning, I worked as a Senior Financial Adviser for several boutique financial planning practices.
I enjoy building long-term relationships with my clients and working closely to help them achieve their financial and lifestyle goals.
I believe the best way to serve clients is to first develop a clear and in-depth understanding of their financial goals and lifetime objectives. Armed with this information, I strive to create a
personalised financial plan that will accomplish all that is important to them.
I have experience across all areas of financial planning, including including risk protection, wealth creation and retirement planning.
Bachelor of Business Management
Advanced Diploma of Financial Planning
SMSF Specialist Adviser™