Qualifications :
- Graduate Diploma of Financial Planning (Distinction)
- Advance Diploma of Financial Planning
- Diploma in Financial Services, Financial Planning
- Associate Diploma of Business Marketing
Personal History :
I have worked in the finance industry since 2012.
Having 5 years’ experience in Superannuation including providing personal advice and more than 7 years in the financial planning industry specializing in strategy and investment research, compliance, Centrelink Services and managing a small productive team.
I am particularly focused on client services and solving any problems which may arise.
I absolutely enjoy the research behind Pinant’s model portfolios and all client strategies.
I have an excellent rapport with all the clients and has an active role in improving business functions and efficiencies.
