Client Manager And Financial Planner
CurrentAs an experienced financial planner and client manager at accounting and advisory firm, Mitchell Wilson, I am passionate about helping people get their financial goals off the ground and build their wealth. With extensive professional experience and qualifications in business, accounting and financial planning, I can offer my clients expertise in the areas of financial planning, accounting and tax. Since joining Mitchell Wilson in 2000, I have developed a strong knowledge of superannuation, which ensures that my clients are kept up to date with the changing superannuation environment. I take a holistic approach to financial management and work hard to understand my clients’ goals. Being a Fellow of the Institute of Public Accountants and a Fellow of the Tax Institute of Australia, I regularly attend seminars and training events.My interests include entertaining, Latin American music, theatre and gardening. I am also mad about AFL, actively supporting the North Melbourne Football Club.
