I am a CERTIFIED FINANCIAL PLANNER™and business owner, based in Canberra but spend plenty of time back in Sydney. I specialise in working with professionals and small business owners who are highly motivated to achieve their own definition of success.
I motivate and guide my clients to achieve what is important to them and to live the life of their dreams. I do this through goal setting, strategy development, action plans and regular reviews.
I’m proud to have received a number of awards in the past few years including a Financial Planning Association Best Practice Award and a dealer group Adviser of the Year award.
I have been featured in the Sydney Morning Herald, Australian Financial Review, Sky News Business TV, Financial Standard, Adviser Voice and Wealth Professional. I will be appearing in a TV series in 2016 aimed at helping Australians get a better understanding of their financial future.
Aside from running my business, I am deeply interested in how professionals can utilise social and digital media. I’ve spoken at numerous conferences on this topic including at the Adviser Edge Summit, Securitor Annual Conference and Magnitude Think Tank.
Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557
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