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My family, traveling to new places, the gym, sunshine, Asian cuisine
The cold, spiders, wet socks
Spend time living overseas, going on safari in Africa
Having been exposed to financial planning from a young age, I grew up being aware of the profound difference that financial independence makes to a person’s life and overall wellbeing. Growing older, I learned that often what stands in the way of a person achieving this isn’t lack of care, it’s lack of understanding.
I’m passionate about educating people so they are empowered to live their best life. No one should have to lay awake at night worrying about their financial situation. To me, the best part of this job is being trusted to go on a journey with someone, unravelling the complexities around their finances and helping them to achieve their goals, no matter how big or small.
With the right plan in place, so much more is possible.
Family, friends, exercise, food, the mountains and the beach
Fake people and bad hair days
Travel the world, free dive 30 meters or more and run a 100KM ultramarathon
I’ve been in the customer service industry for many years, and been lucky enough to partner with some highly successful businesses including American Express and JP Morgan Chase. I thrive within a team environment and I’m focused on helping our team deliver the best results for our clients.
My father worked as a Certified Public Accountant for 35 years and I grew up with his stories about his work and the people that he had helped. This influenced and inspired me to take up and complete my Bachelor’s degree in Management Accounting.
I’m very fortunate to be able to work with some inspirational leaders and influencers. It’s a wonderful experience to learn from them and also see how their body of work helps other people achieve their own goals.
Family, friends, excellent food and a great book
Being unwell and doing laundry (most housework in fact)
To retire early and travel the world
With a strong passion for everything wealth related, I entered the financial planning industry straight after finishing high school. At the time, I was completing a Bachelor of Business in Financial Planning through RMIT and although it only feels like yesterday, it was over 20 years ago now.
I thank my parents for my love of financial planning, as I was taught from an early age that wealth wasn’t about your income, but what you did with it. My mother was always bringing home inspirational case studies about investing and inspirational quotes. My favourite, credited to Albert Einstein, is ‘Compound interest is the eighth wonder of the world. He who understands it, earns it, he who doesn’t, pays it.’
I genuinely believe that everyone deserves to accomplish their goals. I’m grateful that I’m able to use my strengths to assist people of all ages work towards financial independence, which I believe is the first step in making your vision of success a reality.
My family, adventure, exercise and great meals
Miserable weather, weekend alarm clocks
Hike the Appalachian trail, get my pilots license, see the Saints win a premiership
I’m the director at Northeast Wealth, a fast-growing advice firm that’s helping create a new era in advice. I’m passionate about financial advice because throughout my life I’ve kept seeing how big a difference it can make. With both my parents being financial advisers, I became interested in all-things-finance from a very early age and I’ve never lost this passion.
I was inspired to start my own business because I believe that every person deserves the opportunity to live an incredible life. Regardless of what you’re looking to achieve, there’s a good chance that correctly managing your wealth will be critical to making these things happen.
If you also believe that getting the most from your money is going to help you to achieve the big things in life, please get in touch. I’d love to learn more about you