With over 12 years’ professional experience in Financial Services across a number of global investment banks, including Morgan Stanley and Goldman Sachs, I bring a wealth of experience to the team at Morgans delivering a simple and practical approach to financial planning that empowers clients to achieve their goals and desired lifestyle.
Expertise
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Science (Mathematics and Physics) (Honours)
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Language spoken
- English
Meraki Planning
Suite 1, 46 Smith StKempsey, NSW 2440
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
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