Financial advice made simple and in
I have worked in the financial services industry as a Financial Adviser since 2003. My experience is complemented by professional qualifications including:
I am a member of the Financial Planning Association (FPA) & the Association of Financial Advisers (AFA).
My guiding principle as a professional adviser is to design plans which help to provide my clients with
My interest in science, analytical analysis,
My interest in finance also gradually evolved from a hobby over time as I enjoyed sharing my interest and knowledge in shares with others in my younger years. I also became increasingly aware of how some people did better than others in financial management and how that would affect their own lives and those of their families. A combined interest
I am really passionate about making a positive difference in someone's life. Ever since I was young I have felt a strong sense of empathy towards others and how they
I am particularly interested in helping people with challenges in areas that I can personally relate to and understand well from my own life experiences. One of those areas is time management and how much of this limited resource we actually allocate to the areas of our life that we deeply value. It has been a journey of
My work has allowed me to apply these principles to the same challenges that play out in the lives of others. I can see how by not knowing or acting on these principles would affect not just an individual's own life but also those of their families. Wasting 'precious time' doing things that seem to be of interest or important at the time is a common mistake but in
I feel privileged to be in a position where I am able to help people gain clarity about what is important to them, what they wish to achieve and to guide them along the most efficient path to achieve that goal. It gives me a sense of immense satisfaction to help people develop more certainty and clarity about what is important to them and
I will take the time to listen, explain things clearly and keep you informed throughout the advice process.
I enjoy spending time with his family (wife - Katrina and son Nathan) and when I find the time I also like to keep fit with gym workouts, playing golf, tennis, snow skiing, fishing and supporting the St Kilda football club. I am also involved with my local church and support various
Sub Authorised Representative Number: 251015
Sue's role as Client Services manager involves working with Nicholas and all other partners of the business to ensure clients are provided with a professional service.
She has had extensive experience within financial planning administration since 2007 and currently studying a Diploma of Financial Planning.
Sue enjoys her hobby of photography, entertaining with friends or spending time with family in Gippsland.
We also have a range of subject matter experts who we may call on to assist with certain projects and expertise in certain areas.