How I can help
I have 17 years experience in the financial services industry and during this time I've acquired expert knowledge in funds management, stockbroking and wealth management while being recognised academically with awards in superannuation and professionalism/ethics.
My main focus is to understand your needs and objectives. Once these needs and objectives are established, I then aim to provide responsible investment planning and other wide reaching financial advice strategy recommendations with the aim to build long term trusted relationships.
My key motivation is to provide trusted, reliable and leading financial advice solutions that are tailored specifically to each individual, couple, family or trading entity. For 10 years, I worked with NAB Specialised Business Banking and NAB Health. During this time I provided leading wealth management advice to the healthcare sector, in particular to specialist practitioners, general practitioners, aged care owners, pharmacists and veterinarians. This is an industry I continue to specialise in.
Providing financial advice holds a position of privileged trust, this is a position I take very seriously and a role I thoroughly enjoy every day.