As an aspiring financial planner, I am passionate about helping individuals and families achieve their financial goals and secure their financial future. With a strong interest in investment strategies, superannuation, tax planning, and risk management, I am committed to staying up-to-date on the latest industry trends and regulations.
With a solid academic background in accounting, financial planning and a keen eye for detail, I am equipped with the knowledge and skills to provide clients with expert guidance and support. Whether working one-on-one with clients or collaborating with a team of professionals, I am dedicated to delivering exceptional service and building long-lasting relationships based on trust and transparency.
As I continue to pursue my goal of becoming a licensed financial planner, I am excited to bring my passion, dedication, and expertise to the table, and to help clients navigate the complex world of finance with confidence and ease.
- Adviser status Bronze
- Years of experience 1
- Bachelor of Accounting (Financial Planning)
Frost Financial PlanningSuite 2, 170 Coonawarra Rd
Winnellie, NT 0820
- In person
- Video call