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Contact Info
Suite 17.03, Level 17
20 Bond Street
Sydney NSW 2000
I have been in the financial planning industry since 2016, where my interpersonal, conflict-resolution and analytical skills have helped me in getting to where I am now. Prior to financial planning, I worked in wealth management roles for seven years within one of the big four banks. My role at Evalesco allows me to interact with clients about their financial affairs, ensuring their plan is in place and to help them achieve their goals and secure their financial independence.
What Healthy, Wealthy and Happy means to you?
It means that I am keeping physically and mentally active along with ensuring that I have a good financial plan in place that’s tailored to my life and will allow me to achieve my financial independence.
• Graduate Diploma of Financial Planning
• Diploma of Financial Planning
• Bachelor of Commerce
• Association of Financial Advisers (AFA)
TALK TO EVALESCO
Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800