My role: As an associate, my main roles are to assist Anthony during client meetings and to prepare tailored advice for clients that is in their best interests and assists them in achieving their financial goals.
I also enjoy being a point of contact for clients to provide ongoing service and to attend to any queries or requirements they may have.
My background: I have been working in the financial planning and wealth management industry since 2015 and I joined Lighthouse Financial Group in June 2019.
The main reason I pursued a career in financial planning is because I understand the value, importance and positive affect a solid financial base can have on the lives of our clients and their families.
- Bachelor of Commerce (Finance and Marketing) [The University of Sydney]
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
My life: I enjoy living a fit and healthy lifestyle, socialising with friends, travelling to new places and playing with my dog, Donny, at the beach!
My goals: Professionally, I would like to soon become a licensed financial adviser, and personally, I’d love to keep exploring new places around the globe.