Experience

Link Wealth Group

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Feb 2023 - Present

• Associate Financial Adviser

  • Apr 2021 - Feb 2023

  We work with business owners and busy professionals to reduce debt and taxes, create wealth through passive income streams, and free up time so they can focus on what’s most important to them. Most businesses have no strategic plan for their money, and most professionals have no plan for managing their income - which quickly results in either no cash, a lack of efficiency, or both. We specialise in helping Aussie business owners, professionals, and families get their finances sorted. We know you’re busy, stressed, low on time - we get it! We know you’re looking for a simple, easy-to-understand and well-executed strategy for your money that you don’t have the time or expertise to put together on your own. You’re looking for a financial adviser that not only wants you to succeed but works very hard to help you put together a clear financial road map and holds you accountable to reaching those milestones along the way. You want a financial adviser that is ethical, responsible and well-educated - but one that can also speak your language. No financial jargon thanks! Are you ready to get started?03 9038 8267linkwealth.com.au*Link Wealth Group is an authorised representative of AMP Financial Planning. Authorised representative number 423835 (corporate) 343468 (individual) Show less


Skechers
• United Arab Emirates
• Retail Apparel and Fashion
• 400 - 500 Employee
• Sales Assistant

  • Aug 2019 - Apr 2022


PFG Financial Services

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Advisor Assistant

  • Jan 2020 - Feb 2020

  Spending a month in a financial planning practice helped me gain a real-life understanding on the daily operations that an adviser and their team go through. I was involved in several roles as part of my internship including assistance with SOA preparation, assistance to paraplanning team, best interest duty files and file notes, aged care assessments, filling out fact find sheets, insurance assessments, retirement analysis as well as monitoring client interactions. Spending a month in a financial planning practice helped me gain a real-life understanding on the daily operations that an adviser and their team go through. I was involved in several roles as part of my internship including assistance with SOA preparation, assistance to paraplanning team, best interest duty files and file notes, aged care assessments, filling out fact find sheets, insurance assessments, retirement analysis as well as monitoring client interactions.


McDonald's
• 1 - 100 Employee
• Shift Supervisor

  • Aug 2012 - Aug 2019