Authorised Representative No. 1001500
Qualifications: Graduate Certificate in Financial Planning
As a Financial Adviser, I guide clients on finance management and security. I recommend investment strategies, cost reviews, and retirement planning for superannuation. I also advise on contributions, fund performance, and tax benefits. For insurance, I assess risk factors, help select appropriate policies—life, health, disability, income protection—and assist in understanding policy terms, premiums, and benefits, aiming to safeguard clients’ financial wellbeing from unexpected events.
I bring over 15 years of experience as a Financial Adviser, with a background in project accounting. I have completed the Graduate Certificate of Financial Planning and am currently pursuing a Masters in Financial Planning through Kaplan Australia.
Outside of work, I have a passion for travel, art, and hiking. I also cherish time with my best friend, Titan, my beloved Golden Retriever.