What do you enjoy most about wealth management?
Wealth management is a complex and diverse field and there is plenty to learn. I particularly enjoy learning about strategies to help our clients achieve their goals.
What’s the biggest challenge?
Managing all facets of our client’s financial affairs to enable them to live their ‘Ideal Lives’.
What do you love most about being part of Capital Partners?
The people, culture and values at Capital Partners. I like that Capital Partners provides a very personalized service. The staff and clients are real people and not just numbers.
What quality of yours makes you suited to what you do?
I am a perfectionist.
How should people think about their wealth?
Wealth is a measure of how successful or lucky someone is at generating money – it should never be thought of as a measure of one’s character or define who they are as a person.
What do you love to do outside of work?
Spending time with those who are important to me such as family, friends, and my dog. Travelling is one of my favourite past times.
What does your ideal holiday look like?
Exploring the world visiting the lesser known tourist attractions and eating the local food. After long days of shopping and sightseeing, a massage to wind down.
Education and Associations
- Bachelor of Commerce
- Graduate Diploma in Financial Planning