About Me
I am a Senior Financial Adviser with Wealth Financial in Burnie, Tasmania, and have worked in the financial services industry since 2006. My career began in customer service management, where I spent 14 years developing a strong focus on helping people achieve their goals. I then spent 20 years with Mancell Financial Group, including 17 years as a Financial Adviser, before joining Wealth Financial.
I am passionate about helping clients build confidence in their financial future through thoughtful planning and long-term strategies. Whether it's superannuation, investments, wealth protection, retirement planning, or aged care advice, I enjoy working closely with clients to understand what matters most to them and creating practical solutions to help them achieve their goals.
My approach is built on strong relationships, clear communication, and looking well ahead to prepare for future opportunities and challenges. I take pride in guiding clients through important financial decisions and helping them protect and grow their wealth through all stages of life.
Outside of work, I enjoy travel, lifelong learning, and spending time with my wife and our two young sons. I value experiences, personal growth, and meaningful connections, and I bring those same values to the way I work with my clients every day.
Expertise
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2009
- Years of experience 17
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Wealth Financial
Level 1, 41 Mount StBurnie, TAS 7320
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning Limited
AFSL 234665