From a young age I have had a passion for helping people, I am proud to say this has not changed and is the core of my everyday life and reflected in the work I do with my clients today. I thrive on seeing clients grow and develop financial confidence, security and empowerment by demystifying the complex areas of financial planning. At Adviser fp my desire is to continue to help our clients create, manage and protect their wealth.
My time in the financial planning industry has provided me with the ability to have many very rewarding relationships with new and existing clients. There is nothing more satisfying than seeing, over time, a clients dreams and plans come to fruition.
I commenced my journey in the financial services industry in 1997 in Ireland. Upon returning to Australia, I worked with a major bank from January 2005 to recent during which I had a number of adviser roles of which my last was as a Principal Financial Adviser.
During these years I have strived to continue to develop as an adviser and as part of this I have completed a number of studies and I am currently enrolled in my final subject of Master of Financial Planning with WSU.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchhttps://www.adviserfp.com.au/wp-content/uploads/2025/09/Financial-Services-Guide-1-September-2025.pdf
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2005
- Years of experience 20
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Highest qualifications
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
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Language spoken
- English
Adviser fp Pty Ltd
Suite 3, Level 9, 100 George StParramatta, NSW 2150
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fp Advice Pty Limited
AFSL 520310