In financial planning since 1999 and an authorised representative since the early 2000s. Helped form Watermark Financial Services in 2004, before joining Sherrin Partners in 2018 as a Director.
Bachelor of Business Management and an Advance Diploma of Financial Planning. Successful completion of the Financial Adviser Standards and Ethics Authority (FASEA) exam and the Graduate Diploma of Financial Planning.
WHY HERE, WHY THIS?
Motivated by nurturing rewarding long-term relationships with clients and shaping personalised strategic advice that will deliver consistent outcomes. With my fellow directors, we have a shared vision to be the mutual partners of clients through their financial journeys to achieve their lifestyles goals.
BEYOND SHERRIN PARTNERS
You’ll find me at Mooloolaba Surf Club, surf boat rowing or kayaking – or doing something else active and healthy on the Sunshine Coast. With my partner, Greg (who also works with the firm), we have four children.