I have enjoyed working within the financial sector for over eight years and have applied my knowledge and qualifications as a Financial Adviser to help assess a client’s financial needs and achieve their short-term and long-term financial goals.
I have completed a Bachelor’s degree in Commerce (Economics and International Relations) and received an Advanced Diploma in Financial Planning.
I specialize in providing my expertise and advice regarding wealth creation, protection, and retirement planning. I believe in the power of education and knowledge. The more a client is equipped with financial literacy and understanding, the more empowered they feel to take control of their future.
I am dedicated and passionate about the difference a quality financial plan can have on an individual’s financial journey. I believe in empowering my clients to take control of their financial futures through education, application, and expert guidance. I aim to truly understand each client’s objectives to identify what is essential to each client and create a tailored and strategic financial plan to achieve their goals.
I come from a big Italian family that enjoys spending time together, eating lots of food, and drinking some good wine. When I have some time off, I enjoy travelling with them to destinations we haven’t been to or places we’ve already built memories. I enjoy our good old trips down south with our dog, Gary.