Adviser Associate
I have recently entered the financial planning industry after several years working as an accountant.
My experience as an accountant has helped me develop a sound knowledge of taxation and cashflow for clients. My role is to work closely with Stephen and Ryan and assist them in client meetings, assist in the planning process and help develop recommended strategies.
I like to gain a deep understanding of clients’ financial matters and help them achieve their goals. I am an authorised representative of AMP Financial Planning and also have my Diploma of Financial Planning and a Bachelor of Commerce with a major in accounting and taxation.
Outside of work I like to spend time with family and friends. I also regularly enjoy playing basketball and have been playing for several years.
