I joined Cosca in 2008 and have been fortunate to build my career within the business, completing a Masters of Financial Planning and becoming a Financial Adviser in 2018.
I have a real passion for helping people plan for and navigate retirement. To me, retirement is about having the freedom to do what you want, when you want, with the people who matter most to you. I enjoy getting to know what is important to my clients and helping them make informed financial decisions so they can move forward with clarity and confidence.
I also have a strong interest in aged care advice. Moving into residential care can be an uncertain and emotional time for individuals and their families, and I enjoy helping them understand the financial side of that transition and the ongoing costs involved.
Outside of work, I’m married with four children and enjoy spending as much time outdoors as I can, particularly boating, fishing and cooking around a campfire. Family and community are a big part of who I am, and I’m actively involved in local rugby league and cricket through coaching and committee roles. It gives me the opportunity to spend time with my kids while also giving back to the clubs and community that I grew up with and that have been an important part of my own life.
At a glance
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Adviser status
Gold
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Cosca Personal Wealth
35 Lannercost StreetIngham, QLD 4850
Licensed by
Cosca Licensee Pty Ltd
AFSL 510677