My idea of financial freedom is to be able to travel to far flung places as often as I like, in the manner I choose and with as many friends and family as I can coherently handle!
After many years in finance, I wanted to work in an industry where I could really make a difference to people’s lives – to help client’s make smart decisions on how to build & protect their wealth – to help clients Enjoy today by planning for Tomorrow.
In 2002 we founded Tailor-Made Financial Services with a strong desire to build a professional wealth management firm which listens to the clients’ long term aspirations. We wanted to create a service that cares about what each client wants in life and then provide a professional approach in delivering tailored advice, one specifically based on the needs of that client. This became our Vision!
My key areas of expertise include investment advice, retirement planning and Self Managed Super Funds (SMSFs). My qualifications include a Bachelor of Business degree, Master of Applied Finance, Graduate Diploma in Financial Planning, Graduate Diploma in Applied Finance and Investment and I am a Certified Financial Planner®. I am an accredited SMSF Specialist Adviser™ (with SMSF Association).
Based on advice given, in 2006 I was awarded by the Financial Planning Association the National and NSW State winner of the FPA Value of Advice award in the Retirement category as well as 2013 NSW Winner of FPA Best Practice Award.
Outside the office, I like to play golf, go to the beach and try to keep up with my twin boys.
