As a Financial Adviser, I thrive on guiding both business and non-business clients towards achieving their financial goals. With extensive expertise in superannuation and SMSFs, I am passionate about embracing variety, challenge, and change in the ever-evolving financial landscape.
Throughout my career, I have demonstrated dedication and hard work, which have propelled me to achieve excellent career progression. At Highview, I have further honed my specialty in superannuation, building a team that serves a diverse mix of clients and industries. Our positive work culture and the constant challenges and opportunities we encounter make Highview an exciting and dynamic place to work.
My extensive experience and deep technical knowledge are invaluable to both my clients and Highview. Having been trained in the foundational principles of superannuation, I have witnessed its evolution from manual processes to leveraging the latest technology. This unique perspective allows me to communicate complex information to my clients in a highly accessible and practical manner.
I am committed to process improvement and systems development, and I derive great satisfaction from watching my team succeed and grow in skills and experience. Our solid, talented, and dedicated group of professionals at Highview enjoys a dynamic, progressive culture that fosters growth and excellence.
At Highview, we strive to achieve the best outcomes for our clients, every time. I welcome the opportunity to connect with you and discuss how our knowledge and expertise can help you build a solid financial future.
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Bachelor of Business and Commerce
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Language spoken
- English
Highview Accounting & Financial
Suite 1, 2 Codrington StCranbourne, VIC 3977 105 High St
Prahran, VIC 3181 49 Octavia St
Mornington, VIC 3931
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Highview Wealth Solutions (Aust) Pty Ltd
AFSL 546561