I’ve always had a keen interest in the stock market, and started investing when studying Finance at QUT here in Brisbane. The first company I bought was Queensland Rail (now Aurizon Holdings) when it first listed on the ASX. To me as a poor Uni student, I thought they were doing very well off me with their escalating ticket prices and I came to the conclusion that I wanted a piece of that business! It may not have been the increasing train fares that was the reason, but in two years QR did quite well and I had made a 30% return on my initial investment. Not a bad start, and I was instantly hooked. Now I love helping clients with their own investments. After graduating I did some work experience with a stock broking company whilst working in an electronics store selling computers. This sales job taught me a lot about taking the steps to discover each customer’s needs and requirements and providing a solution to fit. It wasn’t until I started working with P3FP as a Paraplanner, that I realised that good financial advice was much the same. People want to be listened to and know that their needs and wants are being heard. The key is then to take away what I have learned and tailor the advice to suit their requirements and risk tolerances. Putting the puzzle pieces together is a very satisfying part of the job.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 7
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Business (Finance)
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Language spoken
- English
P3 Financial Planning Pty Ltd
Level 4, 31 Sherwood RdToowong, QLD 4066
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
P3 Financial Planning Pty Ltd
AFSL 464628