Having been a financial adviser with iconic blue-chip companies since 2001, I have extensive experience helping clients accumulate, protect and manage their hard-earned wealth.
Just prior to working at MIQ for seven plus years, I worked as a Private Client Adviser & Portfolio Specialist within AMP’s Advice (IPAC) & Investment (AMP Capital) divisions, providing financial advice to clients and then more recently guidance to other financial advisers around a complex array of different investment options.
I provide holistic wealth management advice covering all areas of investments and financial planning such as superannuation & retirement strategies (including Self-Managed Super Funds), investments, and personal insurance.
Education
- Master of Financial Planning (MFinPlan), University of the Sunshine Coast (USC)
