Financial Planner in Underwood
Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too.
I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you’re pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!
I have over 20 years of experience in the financial services industry, working in investment banking, funds management, and financial planning. I have been a Financial Adviser since 2005.The reason I became a Financial Adviser was because I enjoy working with people and have a passion for financial markets, and found financial planning was the perfect fit!My love of financial planning stems from being able to interact with people and connect with them on both a personal and a financial level. I enjoy being able to help clients navigate the complex areas of superannuation and insurance, and ultimately achieve their financial and lifestyle goals.I look forward to supporting the financial planning needs of my local community.
Bachelor of Arts
Bachelor of Business Communication
Advanced Diploma in Financial Planning
Talk to me about:
Nobody wants to think about insurance until they actually need it but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.