How I can help
I have 21 years of experience in financial services and have also invested heavily into furthering my education.
I’m regarded as highly qualified within my profession because I’m a Certified Financial Planner and I have a degree and a postgraduate degree in finance and investment. My education enables me to help clients in all aspects of their financial planning needs and ensure they receive high quality advice.
While I've been at NAB, I've been across a few things. I've spent seven years as Practice Development Manager leading and mentoring financial advisers across Victoria. Six years as the Senior Financial Planning Manager leading the Frankston Financial Planning team. I was also the Chairman of the Advisory Board that consults with NAB’s Financial Planning Leadership Team on matters concerning the needs of clients and practitioners.
On a personal note, I settled on the Mornington Peninsula 11 years ago because it's the best place on earth to live, work and play and I feel privileged to be able to enjoy all it has to offer.