I'm a lifelong learner with formal education through the University of Tasmania and numerous professional and leadership courses throughout my career. I have completed a Diploma of Financial Planning and obtained the Certified Financial Planner® through Deakin University, completed The Tasmanian Leaders Program in community leadership and graduated from the Australian Institute of Company Directors.
Over my more than 20 years in the Financial Advice industry, my goal has remained the same: to ensure that the clients, staff, and people aligned with our business are better off in the future than they are today.
I am passionate about building a team that is like family and enjoys seeing their individual growth.
Living in the gorgeous Tamar region of Tasmania gives me and my family an excellent platform to enjoy everything Tasmania has to offer. I enjoy sports and has competed in many triathlons in his time. His daughters Ella, Lucy and Lily have the same sporting genes, being heavily involved in netball and touch football.
A new home. Family. A secure future for you and your children. Their education. A sound investment. A comfortable retirement. The dream holiday (that never ends).
Success is different for everyone. And the pathway to success is different too. And inevitably, while you’re on that path – life happens. It can be crazy… messy… unpredictable… and glorious.
So we’re here to help you stay on track, and achieve success, whatever that may be for you. Our boutique financial advisory group goes beyond the expected. We apply a holistic approach to your needs – not only providing comprehensive and highly personalised financial advice, but also connecting you to a range of professional, personal and wellbeing services through our trusted network.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 1998
- Years of experience 26
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Highest qualifications
- Certified Financial Planner (CFP)
- Certified Financial Planner (CFP)
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Language spoken
- English
Intend Financial
45 Cameron StLaunceston, TAS 7250 Suite 6, 29 Commerce Dr
Robina, QLD 4226
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323