I started working in the financial planning profession in 2012 and have held a number of senior roles in Management and Senior Financial Planning positions at National Australia Bank, MLC Limited and IOOF.
I predominantly help people plan and co-design their ideal lifestyles, ensuring that their financial arrangements are aligned to their "Why". Throughout my career I have predominantly specialised in the following areas:
- Retirement & Lifestyle Planning
 - Superannuation
 - Investments (including Ethical investing)
 - Centrelink & Aged Care
 - Estate Planning
 - Protecting your wealth (i.e., insurances).
 
I am particularly passionate about educating and improving the financial literacy of all Australians and demystifying the complexities of personal finance. I am extremely interested in all things health and wellbeing and exploring the “human side” of financial advice with my clients. Beyond all, I am deeply motivated by a sense of service and helping my clients navigate important life decisions.
I am a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Advice Association of Australia (FAAA). I hold a Bachelor of Business with a major in Financial Planning, am an Accredited Aged Care Professional and have completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, committing to a lifetime standard of ethical practice.
Outside of the office, you’ll often find me running, learning videography and golf or reading a book with a strong coffee in hand. I value experiences in life such as travelling off the beaten track, spending time with loved ones and pursuing a life of continuous learning and self-improvement so that I can best help others.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
- 
							Adviser status
							
								Platinum
							
							
 - Rating
 - Number of reviews 16
 - First year providing advice 2017
 - Years of experience 8
 - 
						
							Highest qualification
							
- Certified Financial Planner (CFP)
 
 - 
							
								Language spoken
							
							
- English
 
 
Sonder Advisory Group
Level 17, 31 Queen StMelbourne, VIC 3000 48 Albert St
Warragul, VIC 3820
								Meeting methods
- In person
 - Phone
 - Video call
 
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221