Career Profile
With over 25 years of experience in the financial services industry, including accounting, financial planning, and finance businesses, the focus has always been on fostering success via simplicity. Most recently, this includes serving as Director and General Manager of two thriving Australian Financial Services Licenses. A strong background in leadership and management has been instrumental in building businesses that prioritise efficiency and a customer first focus, enabling advisers to concentrate on delivering the best outcomes for their clients. Engaging with advisers and finding practical solutions to their challenges and helping them grow their business remains a source of great satisfaction.
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