Q. What is your role at 5 Financial?
A. Operations Consultant – I'm preparing the business for success in the brave new world!
Q. What are your qualifications?
A. I hold a Diploma of Financial Planning.
Q. What is your work background/experience?
A. I was Operations Manager at a successful financial planning firm in Sydney’s CBD for 13 years. During this time, I was responsible for overseeing all systems and processes, as well as servicing key ultra-affluent clients.
Due to the success of the business, I was invited to be the only non-adviser member of the National Australia Bank Advisory Board during this time.
Prior to entering the advice industry, I performed junior roles in the fitter machinist space, modifying vehicles so they could be driven by people with a range of disabilities.
Q. What do you enjoy about working at 5 Financial?
A. I love the people and their care for our clients and their outcomes. I am encouraged by the potential we have in the future, and the vision that the CEO has for the firm.
Q. Do you have any hobbies? What do you enjoy doing in your spare time?
A. I have been married for almost 20 years and have two small children. They take most of my time! I also play Ultimate Frisbee socially, having previously competed at national level for a number of seasons. I follow multiple professional sports, like the NRL or NBA when time permits.
Please note, the above information does not constitute financial advice and does not take into account your current circumstances or goals. Please speak with a Financial Adviser before acting on any information found here or throughout the 5 Financial website.