A good Financial Planner should be a coach and mentor. Someone who you can bounce ideas and aspirations off, who eases any worries you have about your future and sets out a plan to help you to achieve your goals.
I am a former Senior Westpac Financial Adviser within its Premium Financial Services Department Collins St Melbourne.
Within this banking area, I dealt with a diverse client base where I was able to bring my knowledge and expertise to deliver outstanding client experiences.
Ultimately, I aim for my clients are to ensure they don’t feel left out of the Financial Advice process where everything is explained in easy to understand terms with no jargon.
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