I have been in financial services for over 14 years, with over 5 years providing risk advice to a wide range of high net worth professionals across different industries.
Professional Qualifications and Education
- Bachelor of Commerce – major in Accounting 2004
- Bachelor of Business 2004
- Diploma and Advance Diploma of Financial Planning 2011 & 2012
- Member of Financial Planning Association of Australia
- Tax (Financial) Adviser Member – Tax Practitioners Board
I believe that you are your most valuable asset and protecting your ability to create wealth is key to all aspects of your financial security.
I am passionate about helping clients to make a plan in case of the worst, so they can confidently charge in life and business – to live their best!
Personal Insurance is all about protecting what you’re working hard to build and the future of those (your children/family) you care most about.
As a parent of 2, I want to ensure that my children can still have the financial means to pursue their dreams and goals if I am not longer able to provide for them. I bring this desire into my work when I deal with clients – and hold myself accountable to their loved ones, to ensure that I advise my clients the best I can to protect those most dear to them as much as possible.
