Experience

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  Family Wealth Advisory

  • Sydney, New South Wales, Australia

  • Senior Financial Advisor

    • Jul 2021 - Present
    • Sydney, New South Wales, Australia

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  Stature Financial Group

  • Sydney, Australia

  • Financial Advisor

    • Dec 2011 - Jun 2021
    • Sydney, Australia

    Providing Financial advice and services to a wide range of clients including Self Managed Super Funds with a focus on pre retirement and post retirement planning. Advice areas include:• Superannuation• Self Managed Super Funds• Retirement Planning• Investments including managed funds, ETF’s and direct shares• Insurance

• 

  Carmans Financial Services

  • Castle Hill NSW

  • Associate Adviser and Paraplanner

    • Nov 2007 - Dec 2011
    • Castle Hill NSW

    Responsibilities in my role were providing financial advice support services in role as associate adviser and compliant advice documents in role as paraplanner.

• 

  Pfizer Australia

  • Sydney, Australia

  • Intercompany officer and Accounts Payable

    • 2003 - 2007
    • Sydney, Australia

    Responsible for Pfizer Australia account transactions with other Pfizer locations based around the world. Responsible for processing a large number of invoices in a timely and accurate manner, completion of monthly reconciliations, and assisting both internal and external customers.