The Choice Team
BCOM (Finance/Financial Planning) DIP.FS (FINANCE/MORTGAGE BROKING MANAGEMENT)
03 9686 4976
Meet the team
Senior Relationship Manager - Returning Soon!
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
why I do It
I’m passionate about providing clarity to a client’s lending need’s. The enjoyment for me is understanding these needs and wants, helping develop a solution and seeing those benefits transpire over time. The variety of clientele certainly keeps the job interesting, challenging and rewarding.
how I do it
My experience in the Finance Industry began in London whilst working with a Private Bank from 2009 to 2014, before moving back to Melbourne and joining the Australian private banking sector. These roles providing exposure to international financial markets and focused on providing tailored solutions to individual circumstances. Asking the challenging questions to unearth clients unrealised objectives is the driving factor, then tailoring options whilst eliminating stress and giving time back for the important things in life.
who I really am
I am coastal born, growing up on the Bellarine Peninsula and then moved to the UK after University - which considering my favourite past time of Surfing made for an interesting choice. If I’m not down on the Surf Coast, you can find me on the slopes during the winter months or supporting the mighty Cats and walking 18 in the summer months.
I find myself continually inspired by the people around me who always overcome adversity in whatever they are doing but are always there to help when it is needed and this support they provide others whilst also succeeding themselves encourages those around to strive to be better.