Experience

Saikal-Skea Independent Financial Advice

• Australia
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser

  • Jun 2021 - Present

  I established Saikal-Skea Independent Financial Advice to provide great advice for Canberra's professionals, business owners, public servants, military and retirees. I'm 100% independent and conflict-free and don't charge commissions or asset-based fees. Clients receive a high level of support to achieve their goals with purpose. I also collaborate with accountants, lawyers and other advisers to get clients the best outcome. www.saikal-skea.com.au I established Saikal-Skea Independent Financial Advice to provide great advice for Canberra's professionals, business owners, public servants, military and retirees. I'm 100% independent and conflict-free and don't charge commissions or asset-based fees. Clients receive a high level of support to achieve their goals with purpose. I also collaborate with accountants, lawyers and other advisers to get clients the best outcome. www.saikal-skea.com.au



Financial Advice Association Australia (FAAA)

• Australia
• Financial Services
• 1 - 100 Employee

• • Jan 2020 - Oct 2022

  As Australia’s leading professional association for financial planners, the Financial Planning Association represents the interests of the public and 12,000 members.My role on the committee and as Chapter Chairperson was to contribute to supporting financial planners and the profession in the ACT.

• • Oct 2018 - Jan 2020



Aware Super

• Australia
• Financial Services
• 700 & Above Employee

• • Oct 2019 - Jun 2021

  With funds under management of around $130 billion, Aware Super is one of Australia’s largest member owned superannuation funds. As an Advice Delivery Manager, I led financial planners in the ACT and Southern NSW to provide the best advice and guidance to members of Aware Super and private clients.

• • Jul 2018 - Oct 2019

  As a regional manager, I was responsible for leading a team of financial planners and client service officers in the ACT as well as providing holistic financial advice. I led through the merger of First State Super and StatePlus and delivered great client outcomes through coaching and supervising financial advisers.

• • May 2017 - Jul 2018

  In the role of Financial Planner, I provided holistic financial advice to both private clients and members of the fund. I advised on superannuation, defined benefits (including the CSS, PSS, DFRDB and MSBS), investments, risk management, tax planning, cash flow management and social security.



Fiducian Financial Services

• Australia
• Financial Services
• 100 - 200 Employee

• • Sep 2015 - May 2017

  Fiducian Financial Services specialise in delivering holistic financial advice to private clients. As a Financial Adviser, I provided quality strategic and investment advice to a range of clients. I also took an active role in model portfolio construction, lead the recruitment and mentoring of Financial Planning Associates and expanded the firm's risk management capability.

• • Nov 2013 - Sep 2015

  In this role, I prepared complex financial planning reports and liaised with clients. I also drafted fund descriptions and ensured accuracy of performance data. In addition, I carried out research to construct a portfolio of socially responsible investments. I also took the initiative to develop a comprehensive strategic advice report template, which greatly improved efficiency and quality of advice.