I have worked in the financial services industry since 2010. With a Bachelors degree in Applied Finance (maj. Financial Planning), an Advanced Diploma of Financial Planning and currently completing qualifications as a Certified Financial Planner.
I have a thorough understanding of the financial planning process and the ability to determine the pathways for individual financial success. I adopt a very hands-on and personal approach for my clients which assist me to develop a strong relationship to best understand a client’s lifestyle and needs that are in line with their best interests.
My objective is to educate clients on the importance of planning for their future and by applying my technical expertise, helping my clients reach their goals and live in financial comfort.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 1
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Bachelor of Applied Finance
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Language spoken
- English
Picture Wealth
22 Greenhill RdWayville, SA 5034
Licensed by
Picture Wealth Advisory
AFSL 530789