I am an experienced financial adviser and a finance and mortgage broker with 20+ years’ experience in the Financial Services industry, advising clients such as professionals, business owners, wealthy families, Not For Profits and Foundations. I’ve also held Secretariat and Trustee representative roles for several key charitable Foundations and Trusts.
At FWD Financial, we want to help you better understand your finances, whether achieving your goal of owning your first home, provide for your children’s education or maximising your retirement nest egg. We want to put you at ease that your financial affairs are in order and build your financial momentum.
We work together to understand what drives you, your values, fears, desires and aspirations. We want you to live a fulfilling life by making better and more informed financial decisions, as we work together to manage your wealth across the generations.
I hold a Bachelor of Engineering (Hons) and Commerce (Finance) at ANU and an Advanced Diploma in Financial Services (RG146). I also hold a Certificate IV in Finance and Mortgage Broking. I am a Financial Planning member (FPA) and an Associate Member (FBAA). I am currently completing a Masters of Applied Finance specialising in retirement.
Reach out to me if you would like to chat further, even if the matter is small.