Bio
Financial planning and wealth management advice for individuals and families in Melbourne, helping you make informed financial decisions with greater certainty.
Based in Melbourne, I work with individuals and families to develop practical financial strategies that support their goals and the milestones ahead. Whether you’re building wealth, preparing for retirement, or seeking clearer financial direction, my focus is on advice that is relevant and easy to act on.
My experience spans advisory and client service roles within the financial services industry. Before joining Moore Wealth Management, I worked in a significant accounting firms wealth management division, where I developed expertise in financial planning, wealth management and client engagement. That experience gave me a strong understanding of the financial landscape and the importance of advice that clients can trust and apply with confidence.
Many people come to an adviser because they want clarity in the face of complex financial decisions. Helping clients cut through that complexity, understand their options and make choices that align with their longer-term objectives is the part of the work I value most.
Good advice starts with understanding what’s important to you. I take the time to listen, explain things in plain English and build relationships that last beyond a single conversation. My role is to help you move forward with a clear plan and the confidence that comes from knowing where you’re headed.Â
Qualifications, memberships and credentials
- Bachelor of Commerce, Financial Planning and Accounting, Griffith University
- Authorised representative number: 1297710