In 1999, after many years in business lending I was looking for a new challenge, something that could provide me with a way to help people and be fulfilling for me as well. This led me to Financial Planning and I started as a junior adviser 19 years ago. Understanding clients and translating what they need into an advice strategy is an interesting and rewarding part of my job.

I believe it is important to put the client first and be collaborative in my approach.

I completed my first formal qualification in 2002 and since then have done various specialist courses ( like Self Managed Super Funds and Margin Lending). Professional development is continual and I am currently working towards a Graduate Diploma in Financial Planning.

Education though is never a substitute for experience and with many years of experience behind me, I am well qualified to help people achieve their financial goals.