Financial Adviser – Principal
I originally joined Tailor-Made Financial Services in 2005 as a Financial Advisor specialising in paraplanning. In 2015 I became a director and now as a Certified Financial Planner®, I provide holistic financial advice on Self Managed Super Funds (SMSFs), superannuation, retirement planning, investment advice and Aged Care Advice.
With a strong interest in finance since studying Economics in high school, Financial Planning particularly appealed to me as it provided me with the tools to manage my own finances and also be able to pass on this knowledge to others. This ultimately helps reduce the client’s financial stress giving them the freedom to focus on what they enjoy doing.
I moved to Milton-Ulladulla in 2008 after commuting from Nowra for two years. I love living in a country town near the beach where I only have a short drive to work. Out of the office you will find me participating in community activities with Apex and the Milton Ulladulla Business Chamber or spending time with my family and friends. I have been the Treasurer of Apex since 2011 and on the Executive Committee of the Milton-Ulladulla Business Chamber since 2015.
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 Platinum
- First year providing advice 2006
- Years of experience 18
- Bachelor of Commerce (Financial Planning)
Tailor-Made Financial ServicesSuite 10, 65 Princes Hwy
Milton, NSW 2538 Suite 27, 12 Orient St
Batemans Bay, NSW 2536
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
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