As a highly qualified Financial Adviser, I am passionate about helping successful people achieve their life goals and dreams.I was ranked in The Australian newspaper’s Barron’s Top 150 Financial Advisers in 2024 & 2017.I have been employed as a Private Client Adviser by Shadforth Financial Group since 2004.I am committed to ongoing education and professional development. My formal qualifications include a combined Bachelor of Commerce and Bachelor of Information Systems Degree, as well as a Graduate Diploma in Financial Planning.I also hold the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry.I specialise in strategic financial planning and taking the stress out of my client’s financial future, by ensuring every financial decision they make is considered and in their best interest.I work with young time poor professionals, right the way through to retirees, which shows I am with my clients every step of the way through their lives.I particularly enjoy educating my clients, so that they gain the understanding of the reasoning behind my recommendations, and also to help them avoid making decisions that may negatively impact their financial future.
Listed skills include Strategic Financial Planning, Financial Advisory, Financial Services, Wealth, and 37 others.