I have worked within the financial services industry since 2010 and have applied my technical expertise to help clients reach their financial goals and live in financial comfort. My current role as a Financial Adviser span over four years, in which, within that time, I have gained a devotion to helping clients plan for their retirement and ensure their financial stability.
I have completed a Bachelor of Applied Finance (University of South Australia) and received an Advanced Diploma in Financial Planning (Level 2). I am SMSF Accredited and am currently completing my CFP. Furthermore, I have gained knowledge and certification through the Self-managed Superannuation Funds, Ethics & Professionalism in Financial Advice, and the Financial Planner Exam (FASEA). Due to my extensive educational background, I have gained a thorough understanding of the financial planning process and the ability to determine the pathways for individual financial success.
I am dedicated and passionate about helping individuals improve their circumstances by assisting clients in understanding their financial position better and helping protect and grow their wealth while identifying and reaching their retirement goals.
I have adopted a hands-on and personal approach when working with all clients, and I specialize in developing trusting relationships and providing effective and consistent communication. Developing a solid relationship allows me to better understand clients' lifestyles and needs that align with their best interests and financial objectives. My goal is to effectively educate clients on the importance of planning for their future.
I reside in South Australia, am married, and have recently become a new father. My role within the financial sector has been influenced by future objectives and has allowed me to plan accordingly. My retirement dreams are built around my mental and physical health, first and foremost. I believe a retirement plan involves making wise and informed investment decisions for the long term.