I am an experienced Financial Planner who has been providing quality financial advice for over 17 yearsI am passionate about working closely with my clients in order to gain a deeper understanding of their lifestyle and their financial goals and objectives. I am passionate about building long-term relationships with my clients and I do this by providing them with tailored professional advice, education and quality personal ongoing service & support. Whether you are looking to minimise your tax, working and keen to grow/protect your wealth, thinking of retiring or are already retired, I believe that affordable, personalised advice tailored to your own situation is the key to your success.My experience and consultative style coupled with my reliability and ethical approach, make for long term successful relationships. I am committed to helping my clients live their best lives every day.

I provide Financial Planning advice to Fiducian's clients. In particular I assist our new client's by analysing their needs, preparing financial plans and providing financial advise solutions (or appropriate strategies) that meet their specific needs or goals. I will always look at putting the client's best interest first.My role also involves the management of the relationship of ongoing clients as part of Fiducian's ongoing fee for advice service. I am committed to maintaining professionalism and an ethical behaviour by ensuring compliance with external legislation, and internal operating policies and procedures.

Responsible for the analysis of customer needs, preparation of financial plans and provided financial advice solutions that matched their specific needs to appropriate strategies.Manage relationship of ongoing clients as part of their ongoing fee for advice service.Achieved business objectives relating to the sale and promotion of tailored products/services, revenue generation and service levels.Ability to directly influence key referral partners for the generation of business referrals.Demonstrated basic marketing and business development to ensure additional referrals were achieved. Maintained my professional authority and up skilling through ongoing education, training and professional development activities.Always maintained professional and ethical behavior by ensuring compliance with external legislation, bank standards and internal operating policies and procedures.

Responsible for the provision of Financial Planning advise to our customers via the mobile channel.