• CFP®
• Grad,Dip (financial planning)
• BBus (eco/finance)

I founded the financial planning arm of Choice Capital back in 2005 wanting to help and educate people to achieve their financial goals. My main focus now is on delivering a superior client experience, providing an enjoyable and stimulating environment for our team and guiding the strategic direction of the business. This is a fast-moving industry and I’m excited at the opportunities before us, beginning with our new client app, we’re always looking for ways to drive a better client experience.

This is a challenging but ultimately rewarding profession where people place their trust in us, and we work hard to ensure we repay that faith with financial certainty and peace of mind. The key to success is having a deep understanding of our clients’ ultimate goals and often helping them understand what those goals look like. This is achieved through asking the right questions, and actually listening to the answers!

Away from work, I’m generally still thinking about work – but that’s the price you pay for running a business!  Aside from work, I’m generally training for the next endurance event. Having already completed the Melbourne Ironman, North Face 50km trail run and Three Peaks 235K bike ride, I’m always on the lookout for the next challenge both personally and professionally.