I started working for Jeff straight out of university in 2003. I was running a few marketing campaigns for his business and during this time, took a great interest into financial planning. This is when I made the best decision of my life to study a Diploma of Financial Services. I have been working for Jeff ever since!
I have the great pleasure of managing all office practices as well as preparing financial plans. Working with Jeff for such a long time has meant that I am able to connect with all clients on both a professional and social level.
Being in the industry from such a young age has allowed me to gain the knowledge and experience required to assist all our clients, new and existing, with many aspects of financial planning they may require.
- Bachelor of Commerce (Marketing and Management)
- Diploma of Financial Services (Financial Planning)