As a Risk Adviser, I specialise in helping individuals and business owners protect what matters most through tailored personal insurance strategies. My focus is on identifying and managing financial risks in the event of death, disability, or serious illness.
I take a comprehensive approach, assessing each client’s unique circumstances including family structure, financial obligations, assets, and future goals. From there, I develop and present clear, personalised recommendations across Life, TPD, Trauma, and Income Protection insurance. I support my clients at every step: from product selection and application, to annual reviews and claim time, ensuring the process is seamless and the outcome is in their best interest.
I hold a Bachelor of Commerce from Deakin University and have completed all FASEA-required training. With over ten years’ experience in the industry, I’ve built strong client relationships based on trust, care, and clear advice. I’m passionate about making insurance accessible and empowering people to make informed decisions about their financial security.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 13
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
William Buck Wealth Advisors (VIC) Pty Ltd
Level 20, 181 William StreetMelbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
William Buck Wealth Advisors (Vic) Pty Ltd
AFSL 342420