I have been a financial adviser for five years, worked in the financial advice industry since 2016 and have worked in banking & finance since 2010. The most rewarding part of my financial advice career so far has been the ability to assist clients with a cumulative total of approx. $2 million worth of personal insurance claims, across circumstances such as death, disability, injury and illness. Creating a financial contingency plan is something I continue to be a strong advocate towards as my experience grows. Financial advice will play a significant role in most Australians' lives at some point in time. With adviser numbers shrinking in their thousands across the country since 2018, and the continued increase in our population, the need for advice has only grown.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 4
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Bachelor of Commerce (Financial Planning & Finance)
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Language spoken
- English
Findex Advice Services Pty Ltd
Level 2, 235 Ryrie StGeelong, VIC 3220 175 Bromfield St
Colac, VIC 3250 5, 4-6 Gilbert St
Torquay, VIC 3228
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Financial Index Australia Pty Ltd
AFSL 240559
Findex Advice Services Pty Ltd
AFSL 243253