I am a passionate financial adviser (Risk-only) and have been running my own practice since 2011.
I fell into this industry by chance in 2007 and soon enough, discovered my passion - helping people protect what they value most -- their life and family.
Australia has a highly under-insured population and what gets me out of bed each day is my determination to do my bit and shift that dial. I am a realist and not afraid to acknowledge that no one is invincible. Having said that, we have a number of tools at our disposal to mitigate against life's mishaps and it my day job to educate my clients on what these are and how they can help.
I take time to understand my client's personal situation and tailor a plan according to their unique needs and circumstances. The goal always is open and honest 2 way conversation, the more questions, the better the outcome! We provide a no-fee initial consultation.
Our services include personal insurance, business insurance and claims management. Our claims team is highly proficient in handling the end-to-end claims process for our clients seamlessly.
I sincerely uphold the Code of Ethics for advisers and always act in the best interest of my clients.
- Adviser status Bronze
- First year providing advice 2008
- Years of experience 16
- Master of Practising Accounting
3Point Insurance117 Poath Rd
Murrumbeena, VIC 3163
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning