Founder and Senior
Bachelor of Commerce (Accounting), Diploma of Financial Planning
Memberships: Association of
“Be yourself, everybody else is already taken.”
Providing clients with a comprehensive and tailored insurance plan gives me great peace of mind – I take pride in the fact that my clients will be financially secure in the event of ill health or an accident.
The strong relationship I develop with my clients helps me to really understand what they need from an insurance program, and allows me to design something very personal.
Having helped many clients through the insurance claims process, I appreciate what a difference sound insurance advice can make to a person’s life – and working alongside equally passionate advisors, in a positive and dynamic culture allows me to provide that type of advice.
I am committed to working with my clients other trusted advisors whether it be their accountant, lawyer or wealth advisor. I appreciate the value of these relationships in achieving a holistic financial solution.
I am a 15 year veteran of the financial services industry. I am proud of the trust I have established with both my clients and professional colleagues and the difference I make.
My young daughter keeps me on my toes and I value above all the time I spend with my family. I’m a keen but average golfer and enjoy most sports, especially rugby and cross-fit.