For more than 25 years I have had a range of roles within the Australian investment management and financial planning field. I have worked for a variety of leading Australian companies including National Australia Financial Management, Norwich Union, AMP, Bank of Melbourne and Westpac. I have also had senior management roles within the financial planning operations for a number of accounting practices.
I am a Certified Financial Planner and Life Risk Specialist with the Financial Planning Association of Australia. I hold a Master of Applied Finance, Graduate Diploma in Financial Planning, am a Fellow of the Financial Services Institute of Australasia and a member of the Association of Financial Advisers. The combination of strong technical grounding and diverse experience has given me a holistic financial and business skill set.
Expertise
At a glance
- Adviser status Platinum
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
PLM Financial Group
Unit 1, 89 Boronia RdBoronia, VIC 3155
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221