My passion is building relationships with clients, getting to know what is important to them and understand the why. No one client is alike, allowing me to have in-depth conversations to gain an understanding of what their goals are and help support them in achieving them. As a financial planner it is a privilege to be in a position where I get to help clients and their families, regardless of what stage of life they are at. I love that I get to hear about their families, their passions and their retirement dreams. Being in the industry for over 20 years I have seen the financial planning profession experience significant changes, however the one constant over the journey has always been the client relationships, the sense of being part of the journey with them and their families, and supporting them not just with financial matters.
Expertise
My fees
At a glance
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Adviser status
Gold
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Sound Strategies
21 Killians WalkBendigo, VIC 3550

Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
