BCom, BEc, AdvDipFinPlan
What do you enjoy most about wealth management?
I enjoy the discovery process of establishing what is most important to clients, and then being able to play a part in helping them achieve their goals.
What’s the biggest challenge?
The financial services industry is a continuously evolving arena. Staying up to date with legislative and regulatory changes can be demanding.
What do you love most about being part of Capital Partners?
Everyone at Capital Partners is passionate about providing the best possible service to our clients and helping them achieve their goals. It’s exciting to be part of such a like-minded and driven team.
What quality of yours makes you suited to what you do?
I am a skilled problem solver and enjoy exploring alternative solutions. This is crucial, as every client’s situation is unique.
How should people think about their wealth?
Money is a necessary part of life but it’s not the be all and end all. Having a financial plan can help you enjoy your wealth and focus on what is most important to you.
What do you love to do outside of work?
I am a very active person who likes to keep fit and explore the outdoors. WA is a fantastic place to live with an amazing landscape, so I like to take full advantage of everything our state has to offer.
What does your ideal holiday look like?
It would be hard to beat a weekend away with family and friends to Rottnest Island.
Education and Associations
- Bachelor of Commerce
- Advanced Diploma of Financial Planning