I'm a Senior Financial Adviser based in Parramatta, and I service the whole of metropolitan Sydney, I have clients in regional New South Wales, as well as interstate. I have been in the financial services my whole working life and have been a financial adviser for over 15 years. I previously worked for Westpac Banking Corporation, and later for BT Financial Group, and now for Viridian Advisory. I have a professional membership with the Financial Advice Assocation of Australia (FAAA).
My experience is vast, and I can help clients with a broad range of services. I help clients establish their financial and lifestyle goals and put in place a course of action to make them possible. I'm driven to provide my clients with peace of mind as life unfolds.
I pride myself on being honest and accurate, and I put my client's best interests and the forefront. I maintain the technical knowledge and understanding to do my job to the best of my ability. I believe in keeping things simple and straight forward for clients to understand.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 6
- First year providing advice 2012
- Years of experience 13
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Viridian Financial Group Limited
Level 14, 1 Margaret StSydney, NSW 2000
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223