Having worked as a qualified financial planner for over 11 years, I have seen may changes in the industry. One thing that remains constant is the need for people to receive straight forward advice about their situation. Finding an adviser that really listens to you and always has your best interests at the centre of everything they do can be difficult, but I strongly believe that my personal approach and easy going nature allows for a meaningful connection with people. This allows me to build trust with clients early and move into the advice journey early in the relationship.
My continued education throughout my career means that I'm on track to meet the FASEA education requirements well before the required date and I enjoy the continuous education that the industry requires. I'm an Associate Member of the Financial Planning Association of Australia (FPA).
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 2010
- Years of experience 16
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Host-Plus Pty Ltd
Suite 11, 211 Victoria SquareAdelaide, SA 5000
Meeting methods
- In person
- Phone
- Video call
Licensed by
Industry Fund Services Ltd
AFSL 232514