TEAM

I have been a part of BMM team since 2009, though have been involved with many of our existing clients since early 2000.

I started my career in the financial planning industry, as an office and administration manager with CUA Financial Planning in 2000 before becoming an integral part of the BMM service team in 2009.

I am a firm believer in communication and accountability, and love the social interaction that comes with helping clients.

In my spare time I spend time with my family, chooks and watching the Netball! (I hate football!)

I started at BMM in 2009, applying for a casual role as a front desk administration assistant just after I started uni. In 2012, I graduated with a bachelor’s degree in Finance and International Business and was I was offered a full time job at BMM as a ParaPlanner. In this role I worked closely with Geoff to research, model and prepare financial plans for our clients.

In 2015 I became a qualified financial planner and since then have  furthered my studies including Advanced Diploma in Financial Planning, SMSF Accreditation, Corporations Law and the Professionalism and Ethics in Financial Advice Course. I have also completed the FASEA Adviser Entry Examination.

Outside of work I enjoy sailing, cycling, watching cricket, gardening and spending time with my fiancé, son Patches (Budgie) and daughter Abbie (Border Collie).

I started with BMM in February 2018 while completing my Bachelor of Commerce, with a major in financial planning at Griffith University. During my time with BMM as an admin assistant, paraplanner, provisional adviser and Financial Adviser, I have developed wide range of experience in every aspect of financial advice and the work that goes on behind the scenes. This has helped me develop a passion for using these skills to support clients.

In 2021 I was signed off as a fully qualified financial adviser. As part of this process, I have completed the Professionalism and Ethics in Financial Advice Course, The FASEA Adviser Entry Examination and the New Entrant Professional Year.

I have a love for travel and adventure, having backpacked throughout NZ, South East Asia & South America. I also am a qualified scuba diver and have jumped out of planes of multiple occasions. I like to spend my free time with my Wife, friends and family, or planning the next adventure!