Experience

Lambourne Partners

• Australia
• Accounting
• 1 - 100 Employee

• Senior Financial Advisor

  • Nov 2021 - Present

  Senior financial adviser providing holistic financial advice. Specific focus around retirement planning, aged care and superannuation / investment advice. Senior financial adviser providing holistic financial advice. Specific focus around retirement planning, aged care and superannuation / investment advice.



StatePlus

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • Nov 2013 - Nov 2021

  Providing holistic financial advice. Particular focus around retirement planning, superannuation and defined benefit superannuation schemes. Providing holistic financial advice. Particular focus around retirement planning, superannuation and defined benefit superannuation schemes.



NAB

• Australia
• Banking
• 700 & Above Employee

• Financial Planning Manager

  • Jan 2011 - Oct 2013

  Providing holistic financial advice. Providing holistic financial advice.



Crest Financial Services

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser / Paraplanner

  • Nov 2008 - Jan 2011

  Initially began as a paraplanner and progressed to financial adviser. Initially began as a paraplanner and progressed to financial adviser.