I have been lucky enough to spend the past 25 years as a financial professional, currently a Senior Financial Planner. I have provided strategic financial advice and guidance, working primarily with retirees and pre-retirees. I have been dedicated to improving the financial well-being of each client, and I always feel that my experience and knowledge within the industry give me something truly beneficial to offer, whatever the challenge. I have gained exceptional qualifications through the Financial Planning Association of Australia (FPA), along with the accreditation of a Certified Financial Planner.
I consistently provide a high level of client care while maintaining collaborative client relations to ensure the effective delivery of services. My knowledge of financial planning has expanded exponentially throughout the years, and my desire to help has grown along with it and remains as strong as ever.
The most rewarding part of my profession is my role in shaping futures and discovering what is important to someone while pursuing it side-by-side with them. I view my role as a journey where I am privileged to be invited into the personal lives of individuals and families. The work that I do is what truly motivates me every day.
My family and friends are everything to me, and I have both in abundance. At the head of our family are my Mum and Dad, followed by ten grandchildren, daughters-in-law, my four brothers and me. In addition, I have a daughter who attends Newman College in Churchlands and shares my love of swimming and water polo.
I am quite the wine connoisseur and can start up and maintain a conversation about it almost anywhere for an extended amount of time. In addition, I genuinely enjoy sharing great wine surrounded by great friends and family.