Client Manager and Financial Planner

• Mar 2000 - Present

As an experienced financial planner and client manager at accounting and advisory firm, Mitchell Wilson, I am passionate about helping people get their financial goals off the ground and build their wealth. With extensive professional experience and qualifications in business, accounting and financial planning, I can offer my clients expertise in the areas of financial planning, accounting and tax. Since joining Mitchell Wilson in 2000, I have developed a strong knowledge of superannuation, which ensures that my clients are kept up to date with the changing superannuation environment. I take a holistic approach to financial management and work hard to understand my clients’ goals. Being a Fellow of the Institute of Public Accountants and a Fellow of the Tax Institute of Australia, I regularly attend seminars and training events.My interests include entertaining, Latin American music, theatre and gardening. I am also mad about AFL, actively supporting the North Melbourne Football Club.

Manager

• Feb 1998 - Mar 2000

Senior Accountant

• Jul 1995 - Feb 1998