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.
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!