“I am passionate about the challenge of driving better results for my clients. Financial Planning feels like a very natural process for me, and for this reason, I believe it to be one of my greatest strengths and most inspired career path. I work with my clients through different stages of their life, to harvest better financial outcomes, making small changes and adjustments which can lead to large lifestyle enhancements”.
I have been working with major local and global investment banks as a Senior Financial Advisor and/or Asia Pacific Business Development Manager for more than 15 years. I have successfully developed a dynamic business model, servicing business, professional & private bank clients in an advisory capacity. I have established very strong working relationships with a number of companies in Australia and across Asia. Active in the community, previously I have been invited to speak and present commentaries by various companies. Most currently, I am a Principal/Senior Financial Adviser at Majestic Finance Services Pty Ltd, AMP accredited financial planning firm. Prior to this role, I worked as Chief Operating Officer for Nexus Business Partners and as Asia Pacific Business Development Manager for HSBC Securities.
I have a Masters in Business Administration (AGSM/University of Sydney) as well as a Diploma in Financial Planning (FPA). I have more than 15 years of overall experience in the financial sector. I also specialise in areas of Business Succession and Asset Protection Planning, wealth creation in SMSF, boosting returns from your investments, building wealth plans and accelerating your wealth creation, accessing high-performance investments. Adherence to strict guidelines and procedures, professionalism, morals, transparency and financial ethics are a high priority.
Areas of advice include Insurance Planning (Business and Personal), Business Succession Planning, Personal superannuation, Investment portfolio construction, Strategic asset allocation, Retirement planning, Debt management and Estate planning.
Authorised representative number: 259360
Authorised credit representative number: 412099
Qualifications: Masters of Business Administration (AGSM/University of Sydney), Diploma of Financial Planning (FPA), Level 1 Accredited Derivatives Adviser, RG 146 Compliant, ADA 1 (ASX)
Memberships: FOS, AMP Financial Planning Association