I am a qualified Financial Planner with a Fellow Chartered Financial Practitioner accreditation and an Advanced Diploma in Financial Planning. I am a member of the Association of Financial Advisers. I am also accredited to give specialised insurance advice for self-managed super funds, business risk insurance and foreign pensions.
"The quality of a person's life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor."
I have been associated with the finance industry for over ten years with experience in corporate customer service and solution driven outcomes. My experience lies in retirement planning, superannuation advice, personal risk insurance, including Life, Total and Permanent Disability, Income Protection, Trauma and Business Insurance.
My objective is parallel to the best interest duty of all financial planners-to leave my clients in a better position after seeking my advice. My role as a financial adviser is to help my clients improve their financial situation in order to have a better lifestyle.
This will give my clients the ability to realise a financial freedom and security to improve their lives in a positive way. I do this by listening well, having a robust and honest two way conversation and then using my individual personal skills to build a long term relationship.
These relationships and the satisfaction I gain from helping my clients have enriched my life.
Financial Services Guide - Part Two (166 KB)