Bachelor of Commerce (Financial Planning) – University of Wollongong
I initially discovered my passion for Financial Advice when I helped my parents identify their retirement goals – ultimately allowing them to retire earlier than they imagined. This is what drives me as an adviser – to help people develop financial literacy by providing the tools they need to achieve their financial goals. My mission as an adviser is to simplify financial concepts, so that clients are able to make informed financial decisions.
I know first-hand the power of goal-setting as I recently stumbled upon an old journal entry of mine. I had set myself the goal to become a Financial Adviser and to have now achieved it is one of my proudest moments.
I commenced my Bachelor of Commerce Degree majoring in Financial Planning in 2010 and subsequently joined Adviser fp in 2017.
I worked in several professional environments prior to joining Adviser fp which has provided me an ability to empathise and relate with a diverse range of clients from various backgrounds.
Upon finishing my degree, I wanted to learn from experienced advisers. I sought out the best practices in NSW and with Adviser fp I felt that I had found a practice that puts the client first. Given the 30 years of history as a firm, and the values that Adviser fp embodies, I knew it would be an incredible environment to develop my skills as a Financial Adviser. An initial coffee with Director, Simon Clifford, turned into a few meetings which eventually resulted in a position as part of the Adviser fp team.
I quickly worked my way into roles of responsibility within Adviser fp, first as a Client Service Officer, then as Client Service Manager and paraplanner. I have also mentored several colleagues through their journey within Adviser fp . Spending quality time in these roles has allowed me to develop a deep understanding of clients needs and objectives, while getting an intimate understanding of the technical side that encompasses Financial Advice.
I was born with mild Cerebral Palsy, which I consider to be fortunate as it has given me opportunities I never thought in my wildest dreams that I would get to experience – such as representing Australia in football (soccer) as a Pararoo – and being a proud advocate for others with Cerebral Palsy to make sure they get the most out of life. Away from the sporting field, my beautiful fiancé Emily keeps me grounded and we love getting out in nature to go on walks or just spending time together catching up on our favourite shows.