I have been in the industry since 1998 whereby I have learnt that everyone has their own unique journey and ambition for their life. Commencing as a junior assistant to a financial planner, my career has progressed in a variety of roles within the financial planning industry, to the present as a financial planner, partnering with people to achieve their particular goals. I have studied and completed my Master in Financial Planning in October 2018 with all other industry study requirements. Along the way, it has been a pleasure getting to know many people who have different priorities, lifestyles and desires to reach their goals.
As a financial planner, I believe in a partnership with people, building relationships that are strong with direct and honest conversation. My view is to offer discussions with plain and easy language for understanding and building financial knowledge, financial independence and empowerment for a better future with their way of life and wellbeing in mind.
A good financial plan is a living document and by continued engagement of a planner allows for progressing through each life stage with confidence and continuity. To me, financial planning is about the whole family, about lifestyle and security that we want to protect and manage well. A financial planner is about partnership and blending professional knowledge with people’s wants and goals for their better financial tomorrow.
