With over 18 years of experience in the financial services industry, I have a diverse educational background including a Bachelor's degree in Science with majors in Chemistry and Mathematics, a Graduate Diploma in Computing, and a Graduate Diploma in Applied Finance. Prior to becoming a financial adviser, I worked in various roles and industries, which has equipped me with the ability to connect with people from different backgrounds and converse on a wide range of topics.
Since 2008, I have been a director at Geelong Financial Group, a business that has been built by providing tailored, unbiased advice with a personal touch to meet the unique needs of each client. Our reputation has grown through word of mouth, and we take pride in our attentive approach to understanding our clients' needs and taking action accordingly. I find fulfillment in engaging with individuals to understand what matters most to them and delivering positive outcomes for all involved.
My expertise spans across all facets of financial advice, and I welcome new clients to explore how I can assist them. I am dedicated to nurturing enduring relationships founded on trust and integrity, and I am committed to empowering clients to make informed decisions with confidence and clarity.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchThe first meeting is complementary, and any costs will be discussed during this meeting and will depend on the advice provided.
At a glance
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Adviser status
Bronze
- First year providing advice 2006
- Years of experience 20
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Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Applied Finance
- Graduate Diploma of Computing
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Language spoken
- English
Geelong Financial Group
259 Latrobe TerraceGeelong, VIC 3220
Opening hours
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 3:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Personal Financial Services Limited
AFSL 234459