As a director of The Gild Group, I’m focussed on developing the business by mentoring and challenging our team to provide the best outcomes for clients and the company. Seeing our team excited, supported and thriving gives me great personal satisfaction. Great staff produce great outcomes for clients.
As an adviser, I find it most rewarding to remove the anxiety so often associated with finances from our clients’ lives. I work with clients across all aspects of their financial affairs to paint the picture they see for their future. I have found it a privilege to be part of so many clients’ lives and to work with them on their path to financial freedom.
Trust is so important to the client/adviser relationship so setting clear expectations, educating and mentoring my clients, and knowing what’s important to them is the basis of us successfully working together.
I work across all areas of financial planning, but investments and complex problems are where I thrive. Bringing together specialists across our team to produce a client outcome is what I do best.
Outside of work I like to spend time with my friends and family. Cooking is a passion of mine and travelling is my happy place. I love animals especially my old girl Coco, and if I see a dog at a hundred paces I will pat it, don’t even try to stop me.
I am authorised to provide advice on the following areas on behalf of Gild Wealth:
Financial Products
Life Products including:
Superannuation products, including:
Managed investment products, including:
Government Bonds, Stocks or Debentures Securities including:
Lending including:
This Adviser Profile is part of the Gild Wealth Pty Ltd Financial Services Guide (FSG) and should be read in conjunction with this document. If you have any questions after reading the information provided, I am happy to discuss them with you.
