My new role from 1st of December 2014, will be as Practice Principal and Authorised Representative of Commonwealth Financial Planning, based as a stand alone financial planning office at Graceville.I will be running my own financial planning firm under the Authorisation of Commonwealth Financial Planning.In November 2015, I added 'Mortgage Broking' to my service offering as a licenced Mortgage Broker under National Mortgage Brokers.

I have been working since mid 2009 as a Financial Advisor with Commonwealth Bank in the Brisbane West area.A financial advisor will primarily provide financial advice in the areas of wealth accumulation, retirement planning and wealth protection (ie personal insurance).My personal approach to financial planning is very consultative in nature. I will spend a lot of time trying to understand your personal situation, how you spend/ save and your past experience with… Show more I have been working since mid 2009 as a Financial Advisor with Commonwealth Bank in the Brisbane West area.A financial advisor will primarily provide financial advice in the areas of wealth accumulation, retirement planning and wealth protection (ie personal insurance).My personal approach to financial planning is very consultative in nature. I will spend a lot of time trying to understand your personal situation, how you spend/ save and your past experience with investing.I have a mature, developed and well considered approach to wealth accumulation and retirement planning. My approach is relatively conservative in nature, looking for the easy wins of tax minimisation, the benefits of compounding, cashflow strategies that focus on 'converting income to assets' and recommending investments that clients understand.Common feedback that I receive is that I explain concepts in simple and easy to understand language,I'm relatable and easy to talk to and that I provide timely and meaningful advice and service on an ongoing basis. Show less

Magnitude Financial Planning is an independent financial planning dealer group, part of the Westpac Group of Companies.During this time, I provided holistic financial planning advice to clients in the areas of personal insurance, superannuation and retirement planning. Our financial planning advice licence, included advice on direct shares, structured products and insurance lines from all the major insurance providers (ie Comminsure, Asteron, BT/Westpac, Zurich etc).

My first Financial Planning role was with Westpac, after working for BT Financial Group for one year providing 'General Advice'.I provided advice in the areas of retirement planning, superannuation, wealth creation (inc gearing) and personal insurance.I was based in the Browns Plains / Acacia Ridge part of South / West Brisbane.