I have worked in the financial services industry since I joined RetireInvest as a Paraplanner in September 2004. After a short apprenticeship, I completed the transition to Financial Adviser in October 2005.

Prior to joining RetireInvest (RI Advice), I was a member of the Australian Defence Force (NAVY) where amongst other things I instructed Nuclear Biological and Chemical Defence to fellow sailors.

In 2016, SRM Wealth Solutions (Previously known as RI Advice Rockingham/Mandurah) was born. The name change reflects the direction the practice has taken and how it has grown to be known in the local area as a premier Financial Planning group.

I hold an Advanced Diploma of Financial Services (Financial Planning). I am also a Senior Associate member of the Financial Services Institute of Australasia (FINSIA), a voting member of the Association of Financial Advisers (AFA), and I also hold the nationally recognised SMSF Specialist Accreditation.

With these qualifications and experience, I am suitably qualified to help clients to achieve their financial goals.

I joined RI Advice Rockingham/Mandurah in 2010, however I had previously worked in Administrative Management Roles for over 20 years.

In 2016, SRM Wealth Solutions (previously known as RI Advice Rockingham/Mandurah) was born. The name change reflects the direction the practice has taken and how it has grown to be known in the local area as a premier Financial Planning group.

I hold an Advanced Diploma of Financial Planning from Kaplan. I have also completed a Higher National Diploma in Business and Finance at the University of Manchester MET in the UK. I am also a voting member of the Association of Financial Advisers (AFA).

I was also previously a Financial Adviser.

With these qualifications and experience, I am suitably qualified to provide assistance to all new and existing clients of SRM Wealth Solutions.