I feel fortunate to work in a role where I can help people make well informed choices that give clarity, direction, and peace of mind. Ever since my late father taught me how to trade shares as a teenager, I’ve had a keen interest in finance and investments. In my years as an adviser, I’ve learnt that a combination of investment expertise and sound technical knowledge enables an adviser to make a meaningful difference to the lives of clients.
I thrive on building relationships with clients and helping them plan to meet their goals over the short, medium and long term. Having the right roadmap in place provides financial confidence to both live the life they want and be well positioned to deal with the unexpected.
When I’m not at work, my hands are full with a young family and I also enjoy running the various bush trails nearby in the Royal National Park.