Currently studying a bachelor of business and a diploma of financial planning
I fell into insurance advice quite by accident and haven’t looked back. I work with a dedicated team of Advisors and I take great pride in my studies and my work. Insurance is a complex area of financial planning and personal advice is key – it’s a privilege to gain an in depth insight into our clients lives so that we can provide comprehensive and tailored insurance advice.
I am driven by the financial certainty that a comprehensive insurance strategy provides to our clients and their families should the unthinkable happen. Having been involved in several different claim scenarios, it is extremely fulfilling to know that we have played a big part in helping our clients during a very difficult time.
I have come from a career in hospitality and so I have a strong client focus and approach. I develop long lasting relationships with our clients and will always go above and beyond to achieve the desired outcome. Insurance is not a set and forget ‘product and so I am fortunate to work with clients beyond the initial advice and policy set up stage. I am actively involved in ongoing reviews and of course, claims.
I love the culture that Blueleaf offers. It really is a pleasure to come into work each day because of the great team that we have.
I am a very family orientated person and am my happiest self when surrounded by my family and friends, so I spend a lot of time in my hometown, Newcastle, where most of family are. I also love travel – whether it is an overseas trip or a weekend getaway, I am always seeking my next adventure