I am a Financial Advisor who believes in living for today and planning for tomorrow. I started my financial advice journey at the young age of 25 in the area of personal insurance. It was a life-changing experience, which gave me the peace of mind that my family will be looked after in an unforeseen event.
I started my career as a Financial Advisor 7 years ago, where I worked for the banking industry and then moved into an industry super fund as a Senior Financial Advisor. I am a fully qualified with an Advanced Diploma of Financial Planning and I am currently pursuing a Masters of Financial Planning. I have over 12 years’ of experience working in the Finance industry providing wholistic advice to my clients.
I specialise in offering comprehensive investment management and retirement planning advice to individuals who are ready to be mentored by a professional. I am passionate about being a personal finance coach for my clients and helping them build towards their dream retirement. I only act in the best interest of my clients and provide unbiased advice and recommendations.
On weekends I like to spend time with my son and go exploring at various beautiful national parks around Sydney and catching up with friends for brunch and coffee!
- Tel: 0452 653 827
- Email: email@example.com