I started the journey into financial planning quite by accident, after beginning in the telling line in one of Australia’s big four banks. I spent several years in various positions, getting a lot of training, and became an adviser in 1996. After working alongside Steve at the bank and sharing his desire to give our clients the full wealth of our expertise and the attention and support they needed, I knew we’d never be able to achieve this working for a large corporate organisation. So together we created Priority1. After 15 years in financial planning, I’m still passionate about how we can help our clients achieve their goals and aspirations. I thrive on the challenge that each new client brings—an individual set of circumstances challenging me to find the best solution. I work hard at understanding the stressors people face, and help them understand the psychology of money. By taking the time to really listen to their burning issues, I’m able to make strategy decisions that are truly in their best interests.
My fees
At a glance
- Adviser status Bronze
- First year providing advice 1998
- Years of experience 26
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Yarra Valley Financial
18 George StWandin North, VIC 3139
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Insight Management Partners Pty Ltd
AFSL 368175