BCom, GDipFinPlan, MFinPlan, CFP
What do you enjoy most about wealth management?
I enjoy being able to provide people with some clarity around their financial decisions. It’s rewarding to sense a client’s relief when an issue or decision is resolved and they can look forward to the future.
What’s the biggest challenge?
The overwhelming amount of jargon within the industry and sensationalism of the financial press. I think that it’s important to remain focussed on the big picture and think long term.
What do you love most about being part of Capital Partners?
The people – because they care.
What quality of yours makes you suited to what you do?
I’m driven to help people and am passionate about achieving great outcomes for the clients that I work for.
How should people think about their wealth?
Wealth provides the opportunity to do the things that people really care about. Decisions around money should start with people considering what is really important to them.
What do you love to do outside of work?
I enjoy following sport and have spent all of the summer weekends that I can remember outside playing cricket. I also have a keen interest in helping those in our community with a disability; I hope to always be able to contribute to this sector in a positive way.
What does your ideal holiday look like?
My ideal holiday starts with achieving a dream of mine – running the Paris Marathon. Well perhaps not the running part but the feeling of crossing the finishing line! From there it’s far more relaxing – taking in the sights of Europe, perhaps by train, and enjoying some memorable experiences with friends.
Education and Associations
- Bachelor of Commerce
- Graduate Diploma of Financial Planning