We have over 23 years experience working together with individual and corporate clients, specializing in Investment & Superannuation strategies and Retirement Planning.
This is just one of the many reasons why this unique Australian owned and operated business is one of Australia’s leading financial planning service providers.
Business Development Manager / Director of WRS
Financial Planner / Director of WRS
I am a born and bred Queenslander and have lived in Townsville for over 20 years. Outside of the office, I enjoy spending time with my family and keeping fit and healthy. I bring 15 + years of experience in the Financial Services industry and hold a Graduate Diploma in Financial Planning along with being a qualified Justice of the Peace. For more detail about my experience & continuing education please click here for my current financial adviser registration.
I am passionate about helping people achieve their financial and lifestyle goals. I do this by taking the time to understand your life, your hopes and dreams and what’s important to you. I work with you in a way that gives you the confidence to enjoy your life, doing what you love, with the people you care about.
I enjoy working with people from all walks of life and backgrounds, my areas of expertise are:
- Wealth Accumulation
- Investment Advice
- Lifestyle Planning
- Retirement Income
For a no-obligation, introductory phone discussion please call our office on 07 4772 3140.
My family and I moved to Townsville in 2015 after leaving our tiny little outback mining town of Tieri in Central Qld. At the time I was working for Queensland Country Credit Union and was lucky enough to able to transfer to their new signature branch here in Townsville. I left the bank in 2017 to embark on my new career in the financial advice sector. This turned out be an exciting change for me, and I have now been in the industry for the last 6 years.