Why I do what I do:
I enjoy forming a connection with clients, understanding their goals and using my skills and experience to help them achieve their financial aspirations.
How I help clients and their business:
I work between the SMSF and Tax and Accounting teams at LBW, giving me a broad range of knowledge across various areas of accounting.
This helps me to understand my clients overall operating structure to ensure they are set up to maximum effect. I can also guide clients with legal support in the areas of Wills, estates and succession planning.
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I am passionate about our community and I give back by:
Volunteering at Barwon Community Legal Service
Leading the LBW team with:
LBW Health + Wellness Committee member.
Worked at LBW for nearly 13 years.
A bit more about me:
Going to the gym, spending time with friends and family.