I am currently practicing Financial Planning with Forestwealth. I hold a Bachelor of Economics (Banking & Finance) and a Master of Financial Planning, and I have met my FASEA accreditation requirements. With over 17 years of experience in the financial services industry, I have worked with various large financial institutions both in Australia and internationally. As an active member of the Financial Planning Association of Australia (FPA), I have also been awarded the exam standard certification by the Financial Adviser Standards and Ethics Authority (FASEA).
I am passionate about getting to know my clients and maintaining ongoing relationships to ensure their financial needs and goals align with changing circumstances throughout their lives. My expertise, experience, and resources are dedicated to helping you grow, protect, and enjoy your wealth. I pride myself on a strong history of long-term adviser-client relationships and strive to make my clients feel empowered to seek updated financial advice from me at any time.
At a glance
- Adviser status Bronze
- First year providing advice 2014
- Years of experience 11
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Forest Wealth Pty Ltd
Suite 1A, 17-19 Hunter StreetHornsby, NSW 2077
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252