Diploma of Financial Planning
Advance Diploma of Financial Planning
I’m passionate about helping my clients build wealth, enjoy life and achieve financial security. I believe that the greatest gift you can give yourself is to look after the areas of your life that matter the most – your family, your health and your finances. I’m motivated to help my clients continue to grow their money by accumulating, saving and importantly designing and protecting their legacy.
Having been in the industry for over a decade, I have seen the impact of good and bad financial decisions and believe that setting a path to achieve goals with someone you trust is invaluable and can save you a lot of time and money. I also believe that the biggest risk comes from not knowing what you’re doing. I partner with people to help them live their best life through financial education and ongoing coaching.
Before joining Adviser fp, I worked with a number of large financial institutions. I pride myself on being able to communicate technical information in an easy to understand manner when creating strategies with my clients. I’m experienced in cash flow management, superannuation, wealth creation, wealth protection and retirement planning
I and am very focused on maintaining a high level of industry education and am currently completing my Masters in Financial Planning.
Latest FSG: Siboney FSG V12 1 Nov 18 & FPP V2 17 Apr 19