I joined the Tailor-Made team in February 2018, supporting the advice team with paraplanning, investment/risk and insurance/debt administration. I previously worked in economic policy in government, but developed a strong interest in real-world economics and completed my Diploma of Financial Planning in 2017, becoming an Authorised Representative and Credit Representative of Hillross Financial Services in July 2018.
I am committed to ensuring clients are getting the most out of their finances and giving them a clear path to enjoy their working lives and retirement.
Looking for a change from living in the City, I moved up to the South Coast from Melbourne in 2015, after years of visiting the area growing up.
In my spare time I like to get up into the Budawangs with my wife and compete in surf carnivals.
Complimentary phone call - If you have questions and wish to speak to one of our Advisers before booking a meeting, we can arrange a complimentary phone call – just call us on 02 4455 7800.
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 6
- Bachelor of Economics
Tailor-Made Financial ServicesSuite 10, 65 Princes Hwy
Milton, NSW 2538 suite 3, 104 Crown St
Wollongong, NSW 2500
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Cube Financial Services Pty Ltd