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Contact Info
Suite 17.03, Level 17
20 Bond Street
Sydney NSW 2000
I have an amazing opportunity in my role to make a difference to people’s lives by helping them to achieve what’s important to them. It’s rewarding to see clients living the life they want now and giving them the peace of mind of knowing they’re also on track to the future they aspire to as well. In my role as a lending specialist adviser, I develop and implement tailored debt strategies as part of an overall financial plan to achieving clients’ goals, ensuring they have the most effective lending and account structures, to reduce interest costs and maximise tax effectiveness and overall wealth creation.
As an experienced financial adviser, I approach credit strategies with a very different lens to your typical mortgage broker. While paying down debt is an important wealth creation strategy, without proper advice it is often the default strategy for clients with a home loan. At Evalesco, we advise clients on the right mix of debt repayments, investments and superannuation while also considering your cashflow and lifestyle goals, and show our clients how to use their savings effectively to be able to afford the lifestyle and priorities that they are seeking now and in the future.
• Bachelor of Commerce (Accounting & Economics)
• Master of Management
• Diploma of Financial Services (Financial Planning)
• Cert IV in Financial Services (Finance/Mortgage Broking)
• Cert IV in Property Services (Real Estate)
• Certificate of Self Managed Superannuation Funds
• Certificate of Margin Lending
• Certificate of ASX Securities
• Currently studying – Graduate Diploma of Financial Planning
• Association of Financial Advisers (AFA)
• Finance Brokers Association of Australia (FBAA)
• Tax Practitioners Board (TPB), Tax (Financial) Adviser Registration No 2480452
• Sub-Authorised Representative No 409506 of Evalesco Financial Services Pty Ltd, Corporate Authorised Representative No 325313 ABN 23 962 645 633 of Australian Advice Network AFS Licence 472901 ABN 13 602 917 297
• Credit Representative No 409676 of Evalesco Financial Services Pty Ltd, Corporate Credit Representative No 465092 of Centrepoint Alliance Lending Pty Ltd, Australian Credit Licence 377711 ABN 40 100 947 804
TALK TO EVALESCO
Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800