I started my career in financial services with one of the big banks successfully commencing my first role as Financial Adviser in 2004, moving into a large super fund where I was both Financial Adviser and then Senior Financial adviser moving to Sydney running the advice partnership division and later private client team. I then spent time with a couple of boutique firms before ultimately aligning with Infocus and K Point Wealth where I happily remain.
Areas of Specialisation
- Tailored financial strategy development
- High-level strategic planning
- Cash flow and financial management
- Investment planning and portfolio strategy
- Superannuation advice, including Self-Managed Super Funds (SMSF)
- Retirement planning and transition strategies
My current responsibilities include partnering with both existing and new clients to deliver strategic, personalised financial advice that evolves with their changing needs and goals. I work closely with clients to ensure their strategies remain relevant, effective and aligned to both short-term priorities and long-term objectives.
In addition, I play an active role in mentoring and developing the next generation of advisers within our business. This includes providing technical guidance, strategic coaching, professional development support and sharing practical experience to help them build confidence, capability and strong ethical foundations. Supporting emerging advisers as they progress in their careers is something I value highly, as it strengthens both our profession and the outcomes we deliver to clients.
