Steadfast in providing holistic financial solutions, my journey has spanned over 8.5 years at Momentum and 12.5 years as an independent Tax Practitioner. At the intersection of tax law and wealth management, I have honed my expertise in strategic financial planning and investment strategies, consistently delivering tailored advice for a diverse clientele.My role at Momentum allows me to leverage my skills in model portfolios and Microsoft Office tools to craft comprehensive financial plans. Working alongside teams, we have enhanced client wealth and tax positioning, affirming my commitment to guiding individuals towards financial serenity with informed and ethical practices.