Financial Adviser

Authorised Representative No.: 1303525
Qualifications: Bachelor of Commerce (Financial Planning, Finance), Bachelors of International Business

As a financial advisor at SAA, my responsibilities include conducting annual reviews with clients and providing guidance on any inquiries or ideas they may have throughout the year.

I bring four years of industry expertise, starting from my role as an Associate Advisor, then transitioning to a Paraplanner. I have recently completed my professional year program, further enhancing my expertise and qualifications in the field.

My approach revolves around distilling complex superannuation and insurance concepts into easily comprehendible terms for clients, arming them with the knowledge needed to make empowered and informed decisions as they build their wealth over time. I enjoy getting to know my clients to gain a clear understanding of their financial goals be it for themselves or their family, allowing me to tailor bespoke financial strategies for their specific needs. Additionally, I take a lot of pride in improving the financial literacy of our clients to better equip them with everyday life and decisions in regard to their finances.

Beyond work, I enjoy motorcycling, cooking, spectating sports like Boxing and MotoGP and engaging in computer gaming during my down time.