Representing NSW, QLD and ACT continue reading
“I get a real thrill when I see the way I can help clients transform their lives. Quite often at our first meeting, you see people stressed and very uncertain about their future. Once they have gone through the Financial Planning process, have a clear strategy in place and have the confidence that they're making the most of what they've got, of their lives, that's extremely satisfying.
When I'm not at work I like to spend as much time with my friends and family as possible, squeeze in a little golf – and try to keep fit.”
Representing NSW and VIC continue reading
“One of the things I love most about what I do is hearing people’s life stories. To do my job properly it’s essential to gain a full picture of each client’s situation – well beyond the mere financials. It’s always fascinating and engaging.”
In my leisure time my number one passion is travel. I also love dining out, keeping fit (working off the dining!) and reading. I also have a bit of a weakness for a nice pair of heels.”
Representing NSW continue reading
“I’m a people person, so for me it’s about building relationships, giving people peace of mind about their retirement and confidence that life beyond the pay packet is going to be more than just manageable; it’s going to be really enjoyable. People are often quite amazed at how we can help them improve their situation.
I love cycling and Formula 1, it must be my Italian blood I guess; and I’m also starting to get into cooking.”
Representing SA and WA continue reading
“I take a holistic approach to providing financial planning advice and enjoy building long term relationships with my clients. I seem to have a knack for helping clients understand the complexities and I really enjoy the way this helps them gain confidence about their future and what they can achieve.
In my leisure time I love going to the theatre, walking my lovely Scottish Terrier and watching my son play football.”
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