I started with Planning Forward in 2004, initially as an employee before becoming an equity holder in the business later that year. I believe that the more people can be in control of their finances, the more they can enjoy the important things life has to offer, such as travel, family time and other pursuits.
- Bachelor of Education
- Graduate Diploma in Financial Planning
- Direct Equities Accreditation – ASX
- Self-Managed Super Funds – Kaplan
Interesting fact about me:
- As a child I loved roaming around toy shops solving the Rubiks cubes on display
ASIC Authorised Representative – 280969