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:
Being a board member of Tourism Greater Geelong and The Bellarine.
A bit more about me:
I really enjoy training at Crossfit Barwon outside of work. It’s an amazing community and gives me an opportunity to keep fit with my family. I also picked up the gardening bug while working from home on and off over the last year.