I enjoy working in financial planning because while it requires an analytical approach, building relationships with people is at the heart of the job.

I am passionate about financial planning because it offers the perfect balance between analytical thinking and building meaningful, long-term relationships with clients. While every client is unique and requires a tailored approach, earning their trust and helping them navigate life’s financial challenges is incredibly rewarding.

My journey into financial planning has been shaped by both personal and professional experiences having lived and worked overseas from a very young age.

Since 2015, I’ve been working in financial planning, gaining both practical experience and formal qualifications. Prior to entering financial planning, I worked in the treasury department of a retail bank for three years after completing a Bachelor of Arts in Business Economics and a Master of Science in Business Analysis and Finance in the UK.

I joined P3 Financial Planning in April 2017, bringing with me a global perspective and a strong foundation in finance. I’m committed to helping clients build secure, confident financial futures through thoughtful, personalised advice.

Outside of work, I treasure time with my family and enjoy the everyday moments that bring balance and joy.

• Kaplan Tax For Financial Advising
• Ethics & professionalism in Financial Advice – Kaplan
• Accredited Aged Care Specialist
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Master of Science Business Analysis & Finance
• Bachelor of Arts Business Economics

• Awarded a scholarship to study at a high school in Fort Worth, Texas in the USA, as part of FLEX (Future Leaders Exchange Program)

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