Bachelor of Accounting
Certified Financial Planner®
Advanced Diploma of Financial Planning
Qualified Relevant (Tax) Provider
I am a qualified Accountant and Certified Financial Planner® with over a decade of experience in the financial planning industry. Since commencing my career in 2013, I have advised a broad range of clients within two of the Big Four banks before establishing and operating my own independent financial planning practice.
I am committed to delivering high-quality, strategic advice and firmly believe that well-timed, tailored financial guidance can have a lasting and meaningful impact, helping clients make confident decisions about their financial future. I place a strong emphasis on building trusted, long-term relationships and ensuring advice remains aligned with each client’s evolving objectives and circumstances.
Outside of my professional life, I stay busy with my two young boys, aged 4 and 1. I also enjoy travelling, cooking, and following cricket whenever I get the opportunity.
I am authorised to provide advice on the following areas on behalf of Gild Wealth:
Financial Products
Life Products including:
• Investment life insurance products
• Life risk insurance products
Superannuation products, including:
• Public Offer Superannuation Funds
• Account Based Pensions
• Self-Management Super Funds (SMSF)
• Annuities
Managed investment products, including:
• IDPS
• Managed Trusts
• Master Trusts, Wrap Facilities
• Property Syndicates
• Tax Effective Investments
• Retirement savings accounts
Government Bonds, Stocks or Debentures Securities including:
• ASX listed shares, instalment warrants & fixed interest
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.
