As a wealth strategist …

I work as your ‘project manager’ to make sure you achieve your personal and financial goals – whether you are an individual or a small business.

I am a firm believer that no two people are the same. Each of you will need a different financial plan to achieve your goals – and I am passionate about delivering outcomes that work for YOU.

Interests

As an active person and a coffee snob who enjoys sourcing new cafes, I am committed to:

• actively volunteering with BeyondBlue
• advocating for marriage equality
• supporting the campaign to spread awareness around domestic violence, depression and mental health
• my obsession with F45, weightlifting and brunch (love the smashed avocados!)

What is F45 you ask?

F45 is a group-based exercise training that focuses on the principles of HIIT (High Intensity Interval Training). These 45-minute workouts are designed to help you lose weight, get fit, and get strong. The emphasis is on motivation, innovation and results.

Expertise

• Cash Flow Planning
• Superannuation
• Investment Portfolio Construction
• Insurance
• Complex strategies (inter-generational wealth, debt recycling and holistic life plan)

Background

Previously, I worked with the Securities Commission of Malaysia where I was involved in preparing stock market report, investigation files for market misconduct as well as to be part of the Financial Sector Assessment Program with IMF – World Bank.

I grew up in Kuala Lumpur where I was the top Year 12 student in the country, Captain of St Johns Institution (KL’s top public school), a state level hockey player and national level debater.

I joined Conscious Money in 2013 and am currently threatening to audition for My Kitchen Rules.

Education

I am currently studying for my professional actuarial qualifications and have completed a:

• Bachelor of Economics, ANU
• Diploma of Financial Planning
• SMSF Professional Course