Associate Adviser
Bachelor of Commerce (Finance)
Graduate Diploma of Financial Planning
From a very young age, I knew my strengths were numbers and problem solving. I naturally followed this skill set through school and university, but soon after joining the profession I learnt just how rewarding and satisfying it can be to interact with clients.
I really enjoy what I do – Every day I get to speak with a wide variety of people and help them navigate what can be a very complex situation.
I appreciate that many clients have spent their working lives focused on their own career or family and may not have given much thought to their own finances or future retirement – that’s where we come in.
I also get to learn from some of the very best. In my current role, I work alongside David Jackson, a principal of the firm with decades of experience. The learnings I’ve taken from David have been invaluable and really pushes me to deepen my own knowledge and skills.
When I’m not behind the desk I’m out for a hike with friends, training for a marathon or at the gym.
