I am a passionate and committed financial planning professional, with specialist skillset in financial risk management, superannuation, and managed investments.
My goal is to build a financial planning offering to Mortgage Brokers and Accountants across Australia to ensure more clients implement a wealth protection and accumulation plan.
With a proven track record as a trusted adviser, I am able to quickly understand client needs and create strategies that align with their financial goals.
I pride myself on having a deep understanding of complex financial opportunities and creating plans that ultimately have a positive impact on lives by allowing my clients to have the confidence to concentrate on what they do and enjoy best.
At a glance
- Adviser status Bronze
- First year providing advice 2015
- Years of experience 10
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Highest qualifications
- Bachelor of Business
- Bachelor of Business (Financial Risk Management)
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Language spoken
- English
Index Wealth
6, 33 Mackey StNorth Geelong, VIC 3215
Licensed by
Index Wealth
AFSL 523677