Financial Planner Profile
Senior Financial Planner and Director
I am a Senior Financial Advisor with a huge passion for sports. I have over a decade of experience in the Financial Services Industry.
My team and I have earned various awards throughout the journey, including Freedom Finance- Financial Planner of the Year Award 5 years straight for 2012-2017.
Along with this, I have been recognised Nationally in the Financial Planner of the Year awards for
- The Financial Services Partners IOOF 2015 and 2018, and;
- The practice of the Year Awards.
As an Adviser, I have seen a range of clients in varying financial situations. I most enjoy helping my clients improve their financial bottom line by truly understanding what their goals are, and putting them in the best place to achieve those goals. Whether at the beginning of a long career or approaching retirement, the skills and experience that I bring to the table can have a significant impact on my client’s lives.
As a Senior Financial Adviser and leader, I believe that my knowledge, skills and passion are the key factors towards achieving this success and helping my broader team achieve their life goals.
Personally, I love spending time with my family and travelling. My passion and drive extends to football and cricket, and I am actively involved in several teams and community forums.
- Certificate IV in Financial Services (2007),
- Diploma of Financial Planning (2007)
What to Expect When We First Meet
The 3 major benefits I promise my advice will deliver are:
1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life-changing outcomes
What will take place during the appointment?
The appointment will last approximately two hours, and will cover the following:
An introduction to our service
A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
A review of your personal and financial situation
Agreement as to the next steps to be taken
What to bring to the meeting:
In order to have the most effective conversation during our meeting, please bring along the following documents:
Your latest tax return
Investment statements (including share statements)
Details of insurance policies
Details of Wills & Power of Attorneys’
A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process
What Are My Ethics and Values?
To mentor my staff and assist them with issues and problem solving wherever possible through knowledge and education and using my experience to further their learning. I believe having mutual respect in the workplace is of paramount importance with both client and employee relations.
“I am very passionate in also passing on knowledge and education to our clients and firmly believe that the more educated both staff and clients are, the more valuable they will be. I am also a strong advocate of having the correct business culture by having an even balance between working hard, getting the job done and celebrating team success.”
Financial Planning Services:
- Personal Superannuation advice
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown