My experience dealing with clients in both small and large financial planning businesses has given me a well-rounded insight that allows me to collaborate with clients to work together to achieve results. As a Director of i2 Wealth, I recognise that each client has individual and specific needs and by working closely with clients I develop a strategy and plan that meets their needs. I firmly believe in the benefit of collaborating with other professional financial service advisers e.g. accountants, lawyers, mortgage brokers and families to provide assurance to each client their financial plan is managed successfully.Specialties: Investments, superannuation, Personal and business risk insurance, estate planning.