A proactive, driven and client-focused professional recognised for strategic ingenuity and insight in ensuring that the needs of my clients are met accordingly. I have significant experience in Strategic Planning & Execution, Case Management, General Financial Consulting and Lending Services, Customer Portfolio Management, Sales, Client/Stakeholder Engagement & Management, Data & Business Analytics, Team Leadership & Management, Staff Supervision, and Training & Development gained from over 15 years of employment history in client-centred environments such as financial services and sales. I am equipped superior aptitude to strategise, execute and deliver tangible, measurable results that support and enable clients to achieve their financial goals and meet their needs.
Keys to success in my career are good client and stakeholder relationship management, excellent communication skills as well as time-management and priority management skills. Being a strategic and empathic thinker, I thrive on being an integral part of providing assistance to my clients as we work hand-in-hand to address and resolve issues they need assistance with. I am deeply committed to delivering services to the highest standard consistently. I consistently exhibit meticulous attention to detail in performing my tasks to ensure accuracy in my outputs.
Expertise
My fees
At a glance
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Adviser status
Bronze
- First year providing advice 2013
- Years of experience 12
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Mint Financial Solutions
13 Berrima StOakleigh East, VIC 3166

Licensed by
Finex Wealth Pty Ltd
AFSL 536960