Since we opened, WealthArc has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
AFP
CFP®, Senior Financial Planner
ADFS, Senior Paraplanner
I have over 14 years’ experience in the financial services and finance sector. I hold a Bachelor of Business,
Advanced Diploma in Financial Services and have commenced a Master of Financial Planning.
I am driven to deliver quality advice and pride myself on being able to break down complex concepts and topics to make them more easily understandable as I believe understanding is a crucial element in building trust. I enjoy working with clients to assist them to navigate the ever-changing legislative environment and help them achieve the retirement they strive for.
Advice I specialise in
General advice I provide
I have more than 20 years’ experience as a Financial Planner. I hold a Masters of Financial Planning and have completed the Financial Planning Association CFP Certification Program, the highest designation you can achieve as a Financial Planner.
I have a focus on helping clients navigate the ever-changing legislative environment in the areas of investment, superannuation and risk management. I have expertise in developing strategies for clients to accumulate and grow wealth and maximise retirement outcomes to ensure they can achieve their goals and give their family the lifestyle they strive for.
On a personal level I am married with four children and love to spend any spare time with my family.
Advice I specialise in
General advice I provide
I have more than 18 years’ experience working in Financial Planning and have an Advanced Diploma of Financial Services. I have extensive experience working in everything from boutique advice firms to large corporates. I have worked in a variety of roles from assisting clients face to face in associate adviser roles to back office technical paraplanning roles.
I enjoy working with advisers and clients in a support capacity to assist them in achieving the best outcomes.
