I have been providing financial planning advice to private clients since 1997, formerly with global investment banks, Macquarie, Credit Suisse and UBS.
I help families establish a tailored financial plan to protect and grow their wealth, taking into account all aspects of their personal and financial situation. I help them navigate through change so they feel in control of their financial future.
Qualifications
* Certified Financial Planner practitioner
* Master of Applied Finance and Investment, Finsia
* Bachelor of Business (Financial Planning) with Distinction, RMIT University
* Fellow, Financial Services Institute of Australasia (Finsia)