I was a financial planner from 2004 though to 2020. Where I provided advice to both individuals and small business. As of July 1 2020, I retired as a financial planner and no longer provide advice.
I have now moved into an administrative/managerial role within Vista Financial Group.
I have gained considerable experience in the Financial Services Industry over the last 33 years.
I have a Bachelor of Commerce degree and completed my Diploma of Financial Planning in 2005
After completing 22 years in banking I joined Financial Wisdom in a Business Development Management role working closely with financial advisers. In 2004 I joined the financial planning practice of Vista Financial Group Pty Ltd as a Financial Planner (Note: I no longer provide advice).