The Choice Team
Ad.Dip F.P BA (Eco/Politics)
03 9686 4976
Meet the team
Senior Relationship Manager
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
BCOM (Finance/Financial Planning) DIP.FS (FINANCE/MORTGAGE BROKING MANAGEMENT)
Diploma of Finance and Mortgage Broking Management, Diploma in Financial Planning
why I do it
I gain a lot of enjoyment in helping my clients reach that lightbulb moment when it comes to understanding their finances. I think most people want to contribute a little bit in an altruistic way and Financial Planning is my avenue to do so! That’s why I do it.
how I do it
My approach is to make sure I’m an expert, taking the time to listen and then giving my clients the tools to make informed decisions. I also work very closely with our team to always look at better ways to improve the client experience.who I really am
I’m a naturally curious person so what I end up doing is usually dictated by this curiosity! I’ve completed a couple of solo-travelling adventures and definitely plan on going on more in the future. Away from travels, I’ll be with mates or on the bike. Also – how can I forget, Go Pies!