- First Financial
- Financial Planner
- Waverley Park Hub
- Member since: May 2018
I am a Certified Financial Planner® providing support and advice to clients of all life stages. I genuinely enjoy helping others and in my role I’m able to use my strengths to assist clients of all ages work towards financial independence and take the stress and worry out of managing their finances, so they can enjoy what matters most to them.
At First Financial I specialise in pre-retirement and personal risk insurance advice.
I have worked in the financial services industry for more than 10 years with previous experience in as an accountant. My background enables me to take a holistic view of my client’s financial situations when assessing their lifestyle and financial needs, goals and objectives.
Education and Training:
- Certified Financial Planner®
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self-Managed Superannuation Funds Course
- Accredited Listed Product Adviser (ASX ALPA) Program
- Bachelor of Commerce (Accounting and Finance)
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