Hamilton, New South Wales, Australia
I’m an associate financial planner who focuses on making complex strategy feel simple and actionable. Most of my work sits at the intersection of superannuation, tax structures and long-term wealth planning—helping clients understand the “why”, make good decisions, and then follow through with a clear plan. I’m big on process and communication: clean advice, clear explanations, and a client experience that’s calm and structured. I also enjoy the operational side of advice—improving workflows, building better templates, and working closely with accountants, lenders and other specialists to get good outcomes. If you’re interested in practical, evidence-based advice and a straightforward approach, feel free to connect.
Responsibilities -Strategy and product research and scenario modelling in XPlan. -Production of tailored Statements of Advice and Records of Advice. -Leading workflow meetings and problem-solving lodgement issues. -Auditing and compliance training of staff in Australia and overseas. Achievements -Led the business in bringing SOA and ROA generation in-house in under 6 months, cutting costs and reducing turn-around times. -Helping to constantly improve research processes, improving outcomes for clients.
Responsibilities -Recruitment, staff onboarding, and leading group training sessions. -Coordinating ongoing house and car maintenance -Rostering and auditing time sheets. Achievements -Led a team of Services Support Officers, gaining leadership and management experience.
Responsibilities -Working with high-needs clients with various disability backgrounds to develop their independent living and emotional regulation skills. Achievements -Received praise from senior behaviour practitioners for active listening and needs-based de-escalation skills during incidents. -Asked to lead ‘buddy shifts’ as a senior member of staff.