Founder and Senior Insurance Advisor
Fellow Chartered Financial Practitioner (FChFP), Associated Diploma Life Insurers Association of Ireland, Diploma of Financial Planning
Memberships: Association of Financial Advisers
I have learnt that most people don’t fully appreciate the value of insurance until someone suffers. Premature death, serious illness and injury can, and will, impact our clients and their families.
My responsibility is to help clients make the right decisions about how to structure and manage their financial affairs, and I firmly believe what I do has a significant and positive impact on my client’s lives.
When I first started in this industry over 20 years ago a mentor said to me “your clients will either die too soon or live to retire, either way you need to provide them with a guaranteed outcome”, and he was right.
At Blueleaf, we care about our clients and we also care about each other – we work hard to help our clients achieve their goals and we also work hard to help our people grow. One way we achieve this is through knowledge sharing – by educating our clients and breaking down industry jargon and stereotypes, we help them to make informed decisions about their future.
Providing a secure, healthy and fun environment for my children to grow up in is very important to me. I’m a strong believer in giving back and do my bit by fundraising for Beyond Blue and CanToo as well as supporting a number of other great causes.
Blueleaf Consulting Pty Ltd ABN 99 150 176 677 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee, Registered office at 105 – 153 Miller Street North Sydney NSW 2060. The product/services offered by Blueleaf Mortgage Solutions and Blueleaf Tax Advice are not authorised by GWM Adviser Services Limited and GWM Adviser Services Limited are not responsible for the products/services provided by Blueleaf Mortgage Solutions. Blueleaf Mortgage Solutions Pty Ltd ABN 85 150 009 242 is a Credit Representative of BLSSA Pty Ltd ACN 117 651 760, Level 10, 101 Collins St Melbourne VIC 3000.