‘Travel is the only thing you buy that makes you richer.’ (Unknown)
I have worked in Financial Services since 2006, both in Australia and the United Kingdom and am very passionate about the Financial Planning industry. It gives me a strong sense of satisfaction to achieve high levels of customer service and business outcomes.
As a financial planner, I believe we are in the unique position to make a real difference in people’s lives. We are able to provide the knowledge needed to make better financial decisions that benefit clients, their families and businesses. It is such a rewarding feeling being able to provide support and guidance to our clients as they work through major life events.
Since joining the Monash Group in 2015, I have had the opportunity of working with many of our new and existing clients, in particular in the areas of personal insurance, superannuation strategies and estate planning. Despite being one of the hardest parts of the job, helping someone through a claim is also one of the most rewarding parts of what we do. Whilst you can’t take away the pain of the event, helping someone when they need it most, is what motivates me to keep doing what I do.
Qualifications: Bachelor of Arts (BA), Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Planning
