Passionate about supporting Australians to access financial advice to drive their lifestyle and financial aspirations. Passionate about coaching accountants to engage clients to embrace financial planning.My primary focus is to assist advisers to build better financial planning practices by taking on the role of face to face business coach/mentor to the business and mentoring accounting based practices to achieve growth and promote efficiency via the best practice initiatives

Implement strategies to create new business initiatives with external and internal clients and provide an added value to existing clients in meeting their lifestyle and financial objectives.Mentoring and coaching staff to assist in career development.

Starting a Financial Planning practice from the ground up, I have been able to build it to over 300 clients over a 7 year period.  The client mix has ranged from executive clients, corporate super clients, pre retirees and retirees, and new investors, allowing me to develop skills with dealing with people across all demographics and occupations.Successfully building an extensive referral network with referral partners including lawyers and mortgage brokers.

Provide specialist support in formulating client strategies for holistic advice and the preparation of Statement of Advice. I worked directly with advisers to construct client strategies, which involved formulating technical strategies for the incorporation in advice.