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03 9598 8002 / Sandringham

Experience

Having commenced my career in accounting with a boutique advisory firm in regional Victoria, I have since held a variety of positions including executive management roles in the Wealth Management and Financial Planning industry with Crowe Horwath, Macquarie Bank and Commonwealth Bank of Australia.

In 2018, I joined Vista Financial Group as a Financial Adviser helping clients achieve and protect their financial and lifestyle goals.

 

Qualifications

  • Bachelor of Commerce (Accounting and Economics).
  • Master of Commerce (Finance).
  • Diploma in Financial Services (Financial Planning).

My Services

Superannuation Advice
Personal Insurance Advice
Retirement Planning
Investment Planning
Budgeting & Cashflow Planning

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click for the Financial Services Guide.

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