Being a Wealth Adviser is such a rewarding vocation, demystifying money and making it work to support client's goals and dreams, rather than money being a source of worry and indecision.I am driven to build a business that can support a growing need in the community for holistic, specific and empathetic wealth advice, as well as nurturing the next generation of advisers to meet this need.

Meeting primarily with high value clients of the Commonwealth Bank, I seek to uncover their goals and dreams and provide strategic advice to help achieve them. I specialise in providing objectives based advice in the areas of;- superannuation & retirement planning- personal risk insurance- investments & wealth creation including SMSFI have senior responsibility within my team of advisers in the Melbourne CBD area to provide support and foster their career development.

Commonwealth Financial Planning (CFP) is the financial planning arm of the Commonwealth Bank of Australia (CBA), with over 700 advisers nationally.Key Responsibilities• Review and analyse clients’ financial positions, providing a solution which minimises taxation and maximises net investment returns within a framework of the client’s specific goals and objectives.• Ensure developing economic and market trends are understood and researched via a wide variety of resources to… Show more Commonwealth Financial Planning (CFP) is the financial planning arm of the Commonwealth Bank of Australia (CBA), with over 700 advisers nationally.Key Responsibilities• Review and analyse clients’ financial positions, providing a solution which minimises taxation and maximises net investment returns within a framework of the client’s specific goals and objectives.• Ensure developing economic and market trends are understood and researched via a wide variety of resources to enable strategic decision-making with relation to investment portfolio management.• Attract new clients through the CBA branch network, establishing investment portfolios and personal insurance cover, whilst meeting key targets around client satisfaction, retention and revenue to CFP.• Provide ongoing advice and manage key stakeholder relationships with clients, CBA branch management and CFP management.• Conduct business with the highest level of integrity, attention to detail and within a strict compliance environment. Show less

Morrows Private Wealth (MPW) is a boutique financial planning and investment portfolio management house based in Southbank.Key Responsibilities• Provide ongoing advice and construct portfolios across a broad range of investment markets including wholesale managed funds and ASX listed securities.• Conduct analysis of portfolio risk across the firm’s investment book to develop solutions around risk mitigation and further align client and business objectives.• Assist Chief… Show more Morrows Private Wealth (MPW) is a boutique financial planning and investment portfolio management house based in Southbank.Key Responsibilities• Provide ongoing advice and construct portfolios across a broad range of investment markets including wholesale managed funds and ASX listed securities.• Conduct analysis of portfolio risk across the firm’s investment book to develop solutions around risk mitigation and further align client and business objectives.• Assist Chief Investment Office in review and research of investment managers including analysis of past performance, drivers of alpha and successful blending into client portfolios.• Detailed investment analysis and recommendation in relation to ASX opportunities including IPO’s, buy-backs and other corporate activity.• Complete strategic level business analysis and supporting commentary for the director of Private Wealth Management.• Co-ordinate and implement client portfolio decisions driven by Investment Committee including guidance and education to client facing staff.• Develop and manage professional relationships for a broad range of clients, managing transaction performance and risk. Show less