‘If you don’t succeed, try, try again.’ (W.E. Hickson)
I have worked within the financial planning industry for fifteen years; specialising in life insurance. During that time, I have been fortunate to meet and support many wonderful people throughout their financial journeys.
It is a pleasure to be able to personally connect with our clients. I am often the first voice on the phone when you ring Monash Group Financial Planners. I enjoy many aspects of my role, but making sure that your individual needs are met is my primary focus.
This includes working with you to protect against key life risks to ensure benefits to yourself and your family when a life changing event does occur.
My great motivator is my insatiable desire to do a job to the best of my ability.
Qualifications: Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Planning