Hello WealthDirector | Wealth Coach
Jan. 2018 - Dec. 2024AustraliaCreating a strong point of difference, Hello Wealth delivers a financial planning approach with a fresh take, incorporating the latest technology, service choice and strategy interim meetings at competitive and transparent pricing. Backed by two decades in the finance industry, I have achieved a Master of Financial Planning Qualification and a second Master, of Business Administration β giving solid company grounding, experience and invaluable technical aptitude. Also a Justice of the Peace and until recently, the President for the Newport Chamber of Commerce.
I have built a solid reputation as an exceptional adviser backed by the Hello Wealth philosophy of integrity, trust and compassion resonating strongly with my core values. I derive tremendous personal satisfaction from helping my clients see that they have a financial choice, protecting them from loss and enabling clients to accelerate their wealth by working smart-not-hard. Supporting my clients' journeys, my end reward is witnessing their joy of financial freedom.