I have worked in various roles within the financial planning industry since 2002 full-time.
My career commenced in an Accounting / Financial Planning practice where I was Authorised to provide financial advice to clients whilst also continuing to provide lending advice (mortgages and consumer vehicle lending)
In 2007 I moved into a compliance audit role and have worked within various AFSL’s in the same capacity all over Australia. I have an in depth understanding of the legislation and in my Head of Advice role continue to enjoy providing support to Authorised Representatives I mentor (implementing process changes and advice efficiencies).
After 9 years specialising in compliance and risk / management roles, I am now managing a large wealth management business in Melbourne and play an important role of developing and implementing business initiatives as well as advising a number of clients
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 25
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
The Hopkins Group
Level 23, 500 Collins StMelbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Sentry Advice Pty Ltd
AFSL 227748