I have been working in financial planning since 2014 and have a background in accounting. In addition to providing high quality service to our clients, my role as an Associate Adviser involves me attending client meetings, writing advice documents and assisting the senior financial planners with developing strategies.
I enjoy financial planning because setting goals and planning for the future is very important to me. My aim is to provide our clients with confidence that they can achieve their desired lifestyle goals now and in the future.
I hold a Bachelor of Business/Commerce majoring in Accounting and Economics and an Advanced Diploma in Financial Planning.