I am an Associate Adviser at Prospa Financial Pty Ltd in Melbourne, Australia, and am currently completing my Professional Year to become a fully qualified financial adviser. With a Bachelor’s degree in Financial Planning and Data Analytics, I bring a unique combination of technical expertise and data-driven insights to help clients achieve their financial goals.
Having successfully cleared the FASEA exam on my first attempt, I am committed to maintaining the highest standards of professionalism and ethical practice in my advisory services. My passion lies in empowering clients to take control of their finances through education, equipping them with the knowledge and tools to make informed decisions that create lasting impact on their lives and financial future.
With over 5 years of experience at TAL, Australia’s largest insurance company, I have developed in-depth expertise in personal insurance, underwriting, and claims processes. This allows me to provide tailored risk management solutions that align with my clients’ unique needs and goals.
Whether it’s planning for retirement, safeguarding wealth, or achieving financial freedom, I am dedicated to guiding my clients every step of the way. Let’s work together to create a secure and successful financial future.
Expertise
My fees
At a glance
- Adviser status Bronze
- Years of experience 1
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
Prospa Financial Pty Ltd
Level 1, 36 Mills StAlbert Park, VIC 3206
Licensed by
Advice Evolution
AFSL 342880