The Choice Team
Senior Financial Planner AFP®
Dip.FS (Financial Planning)
Meet the team
Senior Relationship Manager
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
BCOM (Finance/Financial Planning) DIP.FS (FINANCE/MORTGAGE BROKING MANAGEMENT)
Diploma of Finance and Mortgage Broking Management, Diploma in Financial Planning
why I do it
I am lucky enough to have had a great family upbringing with an amazing hardworking mother who has managed to pay off a mortgage, provide private education, save for retirement and financially support a family whilst working full-time. Although I’ve never been without, there would be countless occasions where some additional knowledge to make alternate decisions would have made things easier. My own thirst for knowledge & education in personal financial matters has provided me with the ability to help others.
how I do it
The key aim of my interaction is to find out what individuals ‘real-objectives’ are as opposed to the unchallenging discussion of “lower fees and interest rates” or “better returns on my super.” It’s much more exciting to help people “change lifestyle & retire early in a beachside town in Queensland”, “work less so I can spend more time with my children” or “start a not-for-profit company in Papua New Guinea.”
I enjoy working through the roadblocks of what might stop you from achieving your real goals.
who I am
From a young age, I’ve always had a keen sense of outdoor adventure which has followed me through to adulthood. I fondly look back on gentle days such as floating with tranquil whale sharks in Mexico or fishing off a Thai beach equally with the more adrenalin based moments like bungy jumping off a 193m bridge in Austria or ducking the horns of an angry bull in Spain.
In my downtime, you’ll usually find me either near the MCG sporting precinct watching football, enjoying the restaurants and pubs near my home in Fitzroy, or entertaining family & friends at my beach house in Jan Juc.