You won’t often catch me answering the phone because I’m usually more behind the scenes plugging away numbers, researching, comparing, and preparing advice documents.
My role as Associate Adviser is to support the primary advisers as well as look after my own clientele who are made up of a small select group of well rounded people with whom I see eye to eye with and feel very comfortable. I like to have a laugh and keep it casual whilst keeping your goals and best interests at centre stage.
I have been with Jigsaw Financial Planning for 10 years. I began in a client services/admin role where I developed an interest in the world of financial planning. This is where I decided I wanted to be more involved, and I wanted to have a key role in helping people achieve the future they desire. I took a particular interest in the technical side of things and found myself wanting to learn the ins and outs of superannuation, investing, strategic planning and insurance.
In 2017 I began my studies and went on to complete my Diploma of Financial planning, and Graduate Diploma in Financial Planning. I have been a qualified Financial Planner and authorised representative of Jigsaw Financial Planning since May 2018.
My biggest strength is in the paraplanning space, where my technical knowledge helps me support our key advisers in their roles. I do like to challenge their thought processes and reasoning to ensure no stone is left unturned.
I live on the NSW south coast with my partner Craig and our little blended family with children between ages 9 and 12. On the weekends, you will find us outside on our hobby farm and in the summer months, water skiing on Lake Conjola or motorbike riding. We have three dogs, a cat, three chooks, a cow, 8 sheep and two gorgeous lambs.