I began work in the financial services industry in 2021 after moving from my role as an Accountant at WealthVisory, where I worked for five years.
I graduated from Curtin University with a Bachelor of Commerce (Accounting major) and have completed my Graduate Diploma of Financial Planning with Kaplan Professional. I have also passed the required FASEA Ethical Standards exam.
I am happily married to my wife, Letesia, and we have two young sons. I enjoy spending time with my family and friends, going to the gym, surfing, playing elaborate board games, indoor or outdoor soccer (when I’m not injured), and being involved in my local church, Eastlake.
My focus is on building long-term relationships with my clients, with the aim of truly understanding them and helping them achieve their financial and lifestyle goals. I have technical experience in retirement planning, self-managed super funds, superannuation, investments, and insurance, and I continue to educate myself on the best available strategies that can be implemented for the benefit of my clients.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- Years of experience 2
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
WealthVisory Private Clients
Suite 7, Level 3, 53 Sholl StMandurah, WA 6210
Meeting methods
- In person
- Phone
- Video call
Licensed by
Oakwood Financial Group Pty Ltd
AFSL 255231