Why I do what I do:
My passion is working with clients and helping them towards their retirement goals. I love solving problems for my clients and seeing the results of successful strategies impact their lives.
How I help clients and their business:
As the superannuation associate principal, I can provide support for clients transitioning to retirement, estate planning, and SMSF borrowing arrangements. I assist clients with superannuation legislation, taxation and compliance needs, as well as providing counsel on investment purchases, super strategies, contributions, tax minimization, and pensions.
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I am passionate about our community and I give back by:
I currently sit on the committee for the Geelong Chapter of the Financial Planning Association, and are the Treasurer of Northern Futures Limited.
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:
My passions outside of work are family of course! And attending as many Cats games as possible!
