Why I do what I do:
I love to use my skill set to help my clients optimise their wealth so they can financially enjoy their retirement.
How I help clients and their business:
By providing quality strategic and investment advice I can help clients grow their wealth in a tax effective manner.
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I am passionate about our community and I give back by:
I am currently the Treasurer of Northern Futures Limited which is an important organisation in the norther suburbs of Geelong which helps people with training and finding employment.
Leading the financial team by:
As the Principal leading the Financial Planning team, we have developed an amazing team with a diverse range of skills that can assist clients with achieving key financial objectives in areas such as superannuation, investments, retirement planning and insurance.
A bit more about me:
My passions outside of work are family of course! I love attending as many Cats games as possible both at home or far away, and trying to travel to some of the places my clients recommend! My favourite holiday destination is definitely New York.
