I have always been passionate about personal finance and investing. Through becoming a Financial Adviser I have been able to fulfil this passion by providing personal advice to clients and pass along valuable knowledge of financial strategy and theory. This allows clients to get tailored advice assisting them and their families to attain financial freedom.
I place a great emphasis on building long term relationships through regular reviews and open dialogue with clients, ensuring they remain on track to achieve their goals.
I also write a blog and teach at Kenmore Community Education on Investments & Managing Your Money. This is to help educate the public about personal finance and their financial behaviours.
Outside of the office, I am a self-confessed fitness fanatic having participated in the ‘Tough Mudder’ Run and exercise daily. I also enjoy travelling and meeting new people, immersing myself into other cultures, having lived overseas on a student exchange program.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 14
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Acute Finance
Suite 12, 36 Finchley StreetMilton, QLD 4064
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Acute Financial Services Licence Pty Ltd
AFSL 509404