I am a Financial Adviser with a huge passion for sports. Having over a decades experience in the Financial Services Industry and earning various awards, including the Freedom Finance Financial Planner of the Year Award 5 years straight for 2012-13, 2013-14, 2014-15, 2015-16 and 2017-18 Along with this twice awarded Runner-up Nationally in the Financial Planner of the Year awards for the Financial Services Partners ANZ (2015 and 2018).
As a Senior Financial Adviser, and I believe that my knowledge, skills and passion are the key factors towards achieving this success. My passion and drive extends to football and cricket, and I am actively involved in several teams and community forums.
As an Adviser, I have seen a range of clients in varying financial situations. I most enjoy helping my clients improve their financial bottom line by truly understanding what their goals are, and putting them in the best place to achieve those goals. Whether at the beginning of a long career or approaching retirement, the skills and experience that I bring to the table can have a significant impact on my clients lives.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 15
- First year providing advice 2012
- Years of experience 12
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Freedom Finance Australia
Waterman Business Park, 44 Lakeview DrScoresby, VIC 3179
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Wealth Trail Pty Ltd
AFSL 521516