I love truly getting to know my clients and helping them feel comfortable and confident with the decisions they are making about their money.
Born and bred in Toowoomba, I have over a decade and a half of financial planning and industry experience. I work with a diverse range of clients and am focused on making sure my clients are comfortable with every step of the financial planning process.
I am also the Aged Care specialist within the JEM team and love working with our clients to navigate this stage of life safely.
I am meticulous with details, making sure I dot all the i’s and cross all the t’s regarding my clients’ financial situation.
Along with spending time with my wife and two children, I enjoy having a hit on the golf course and mountain bike riding. I am focused on maintaining a healthy work-life balance, working four days in the Toowoomba office.
"You don't get rich by what you earn. You get rich by what you don't spend." (Henry Ford)