Why I do what I do:
My passion lies in working closely with clients to help them achieve their retirement goals. I thrive on solving problems and witnessing the positive impact of successful strategies on my clients’ lives.
How I help clients and their business:
As the Superannuation Associate Principal, I provide comprehensive support for clients transitioning to retirement, estate planning, and SMSF borrowing arrangements. I assist with superannuation legislation, taxation, and compliance needs, and offer counsel on investment purchases, super strategies, contributions, tax minimisation, and pensions.
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I am passionate about our community and I give back by:
I am deeply committed to our community and currently serve as a director on the Geelong Chamber of Commerce.
Leading the financial team by:
As the Principal leading the Financial Planning team I have developed a diverse range of skills and can assist clients with achieving key financial objectives in areas such as superannuation, investments, retirement planning and insurance.
A bit more about me:
Outside of work, my passions include family, friends and health. I enjoy stand-up paddle boarding in summer and skiing and mountain biking in winter.
