Bachelor of Business (B. Bus)
CERTIFIED FINANCIAL PLANNER™ (CFP) - Financial Planning Association of Australia
Graduate Diploma in Marketing (Grad Dip Mktg)
Diploma of Financial Planning (Dip FP) - Financial Planning Association of Australia
I commenced my Financial Planning career as an adviser in January 2000. Previously, I had over 20 years experience in both public and private sector organisations including a number of senior managerial roles.
I now concentrate on providing Aged Care Financial Planning advice within the practice. As an area of growing importance within the advice industry, my experience and education has been fundamental in laying the necessary foundation to understand this highly specialised field and my years as a Certified Financial Planner allows me to tailor customised strategies.
My career in financial planning is a vocation that has been rewarded by meeting new people and the satisfaction of seeing their well laid plans come to fruition. This is an aspect that is all the more rewarding for me now as I work with multiple levels within families, often the children of retirees and those requiring advice on assisted living, who are looking to solve the Aged Care puzzle in a timely and financially viable manner.
I am married with 3 adult children (still living at home) and like to follow & participate in a variety of sports.