Diploma of Financial Planning
Advance Diploma of Financial Planning
I commenced my journey in the financial services industry in 1997 in Ireland. I relocated to Australia with my family in 2004 and commenced working with a major bank from January 2005. During my time in Australia, I have had a number of adviser roles, the most recent as a Principal Financial Adviser.
Ever since I can remember I have had a passion for helping people – it is the core of my everyday life as an adviser and reflected in the work I do with my clients.
My time in the financial planning industry has provided me with the ability to have many rewarding relationships with new and existing clients. I thrive on seeing my clients grow and develop in financial confidence, security and empowerment by demystifying the complex areas of financial planning. There is nothing more satisfying than seeing a client’s plans and dreams come to fruition after working together to achieve them.
In order to ensure continued growth and development as an adviser, I have completed a number of studies over the years. I am currently enrolled in the Master of Financial Planning at WSU (Western Sydney University).
On a personal level I am married with 3 children (my youngest is still in high school). In my free time I like to relax, bush walk, listen to my audible library, and follow another passion of mine – the sport of basketball from the NBL to the NBA level.
I am excited to be a part of the Adviser fp team and look forward to continuing to help our clients create, manage and protect their wealth.