I'm a Senior Financial Adviser and Operations Manager at Donmont Capital, with more than a decade of experience helping individuals, families and business owners make confident financial decisions and build long-term financial security.
I believe great financial advice should be practical, personalised and easy to understand. My goal is to simplify complex financial strategies so you not only understand the recommendations I make, but also how they support your broader financial goals.
My expertise spans superannuation, investment management, retirement planning, wealth creation and personal risk management. Whether you're preparing for retirement, growing your wealth or protecting your family's future, I develop tailored strategies designed around your unique circumstances and aspirations.
Beyond working directly with clients, I play an integral role in shaping Donmont Capital's advice framework, operational systems and adviser development. I'm passionate about mentoring the next generation of financial advisers and have successfully guided one of our provisional advisers through to becoming a fully qualified financial adviser. I continue to foster a culture of collaboration, continuous learning and professional excellence across our business.
For me, financial advice is about more than numbers. It's about building lasting relationships founded on trust, education and open communication, giving you the confidence and clarity to make informed financial decisions at every stage of life.
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
Silver
- Rating
- Number of reviews 38
- First year providing advice 2022
- Years of experience 4
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Highest qualifications
- Bachelor of Business
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
Donmont Capital
Suite 13, Level 2, 146 Bundall RdBundall, QLD 4217
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gill And Co Advisory Pty Ltd
AFSL 551560