During my 20 years in the financial advice industry, I’ve had a number of diverse roles including corporate super at NSP Buck, workplace financial planning with private clients at MLC, and professional and business banking with Macquarie. I set up and ran an Australian Financial Services License for an accounting firm.
In 2012 I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia. In 2013 I established my own practice, Encompass Wealth – Financial Life Planning. We specialise in holistic life planning, focusing on the broader context of a client’s life rather than just the numbers. This means integrating clients’ values, vision and wealth.
In March 2017 I was appointed Director at CLIME Private Wealth where I use my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement.
What makes me jump out of bed each morning?
My family! And the ability to make a difference in someone’s life – I love working with people!