I am a senior financial advisor based in Melbourne, Australia, focusing on holistic financial planning. Having grown up on a dairy farm outside Warrnambool, I developed an early appreciation for long-term thinking and the value of practical advice. I hold the Certified Financial Planner designation, the highest recognised financial planning education in Australia, as well as a Bachelor of Commerce, majoring in Financial Planning and Finance.
Today, I live in Melbourne with my partner and our one-year-old son, which has shaped the way I think about financial security, freedom, balance and planning for the future. I am extremely committed to my clients, and I understand how important it is to take the time learn what matters most to you so your advice is personal, relevant and built around your life. You can trust that I will construct my advice solely to benefit you.
If you need help planning for retirement, making a cash flow plan, or investing to grow for the future, I bring both professional expertise and a grounded, practical approach to help you construct a overall plan for your future with confidence.
My contributions to the 'Ask an Advisor' community:
- https://www.adviserratings.com.au/news/ask-an-adviser-whats-in-store-for-the-economy-with-the-high-inflation-rates/
- https://www.adviserratings.com.au/news/ask-an-adviser-what-is-the-maximum-non-concessional-contribution-i-can-make-to-my-super/
- https://www.adviserratings.com.au/news/ask-an-adviser-how-do-i-ensure-my-super-beneficiaries-will-receive-payment-2/
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 26
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Tribeca Financial
Level 1, 110 Church StHawthorn, VIC 3122
Opening hours
- 8:30am – 6:00pm Monday – Tuesday, Thursday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
My Dedicated Advisory Pty Ltd
AFSL 485683