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. I love making the complex simple.
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 have just finished as the Treasurer of Northern Futures Limited, which is an important organisation in the northern suburbs of Geelong, which helps people with training and finding employment. I’m about to start looking for my next community role. I think my career as the runner for my son’s football team is near its end.
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 get to as many Cats games as possible, both at home and far away, and I try to travel to some of the many places my clients recommend! My favourite holiday destination is definitely New York, given it’s such an iconic city.
