I have worked in the financial services industry since 2005, initially specialising in superannuation. In late 2005 I became a paraplanner employed by a financial planning firm, progressing to a senior paraplanning role which encompassed plan preparation, financial modelling and portfolio management. In 2007 I joined Pacesetter Financial Services, becoming a financial adviser in 2008 and joined Fortnum Financial Advisers in November 2010 as part of Pacesetter’s transition to the Fortnum group. I'm a dedicated professional who enjoys helping clients achieve their financial and lifestyle goals. I specialises in wealth creation, superannuation, life insurance, debt management, business insurance and retirement. Having a young family myself, I understand the pressures on families and business, and am dedicated to helping clients see their financial situation clearly and from a position of opportunity.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Pathway Financial Planners
Unit 1, 43 Vanessa BlvdSpringwood, QLD 4127
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306