Authorised Representative No. 1271033
Qualifications – Diploma of Financial Planning (RG146)
With 3 years of experience in the Financial Planning industry, I work in partnership with clients, providing portfolio advice and financial planning solutions that work towards helping clients achieve their financial goals. I have experience in dealing with client’s insurance claims and it gives me pleasure knowing that their loved ones are looked after. Having come from a Nursing background, I am very caring towards our clients and really see value in making sure their future is looked after and they are on the right path.
I am originally from the UK. I am very much into my fitness and living a healthy lifestyle. I love to walk my dog along the beach every morning before work.