With over 18 years of experience working within the Financial Services Industry, I am now working as Senior Financial Planner with Apt Wealth Partners. Past roles included working as an adviser at Semaphore Private and Shadforth Financial Group.I am passionate about providing comprehensive, holistic financial advice and building lifelong relationships with clients that are based on trust. Key among my strengths are having a genuine interest in my client's lives, helping them to work out what's most important, and determining which priorities and goals are achievable from a financial perspective. I aim to put every client in a better position than they were in before we met.My background includes advising clients through the challenging Global Financial Crisis period. This has provided me with a depth of experience in guiding clients to stay the course and be able to navigate their way through significant market upheavals. It also reinforced the importance of conducting thorough risk profiling and implementing sound portfolio management solutions.Outside of work, I enjoy outdoor activities that usually involve being around the water and breathing in the salty air. The Ocean is like a second home to me and I love everything that our coastal and marine environment in Victoria has to offer. Most weekends generally involve surfing somewhere along the Bellarine Peninsular, or occasionally you might find me around the bayside areas, scuba diving in Port Phillip Bay.Professional Specialties: Wealth Creation strategies, Wealth Preservation, Superannuation including Self Managed Superannuation Funds (SMSF), Retirement Income Streams, Retirement strategies, Investment advice, Aged Care planning.