For as long as I can remember, I have always had a strong interest in finance and investments – so much so that the first book I ever remember finishing was called ‘the ABC’s of stock investing’ – at age 6 while on holidays in Noosa.
Although my ‘stock investing career’ was a few years away at that point, I always had a ‘piggy bank’, and was always interested in earning and saving money throughout my entire childhood and adolescence.
Over a long period of time, this passion led me to study extensively for my Bachelor of Commerce at the University of Newcastle, followed by specialist programs after graduation and a subsequent career in financial services.
Coupled with the significant academic education, I now have well over half a decade of experience in helping clients achieve their goals through personalised, tailored and strategic financial advice solutions.
This education and experience has led to my nomination as a finalist in the Australia Wide IFA Awards in both 2019 (Best Newcomer) and 2020 (Regional Adviser of the Year and Young Adviser of the Year).
It is my goal to empower and educate people on all walks of life to be able to make smarter financials decisions today that will their future selves will be thankful for!