
Timeline
About me
Senior Business Development Manager at PPS Mutual
Education

Securities institute of australia
-Graduate diploma in financial planning
Flinders university
-Bachelor of international business
Deakin university
-Certified financial planner
Experience

Bcfr financial services group
Jan 2001 - Jan 2005Financial adviserAuthorised Representative of Charter Financial Planning

Hsbc
Jan 2005 - Jan 2006Financial planning manager
Bcfr financial services group
Jan 2006 - Jan 2011Financial adviserAuthorised Representative of Charter Financial Planning

Elders financial planning pty ltd
Jun 2011 - Sept 2016Advice and practice development coach
Asteron life
Sept 2016 - Jul 2019Business development manager
Tal australia
Jul 2019 - Dec 2019Business development manager
Pps mutual
Apr 2020 - nowSenior business development manager sa and nt
Curecell
Jan 2022 - Dec 2023Board memberCureCell is a charity that uses “precision philanthropy” to accelerate the development of cell therapies to treat cancer and autoimmune disease.
Licenses & Certifications

Certified financial planner
Financial planning association of australiaJan 2011
Volunteer Experience
Grants Committee SA Representative
Issued by Future2 Foundation on Jul 2024
Associated with Robyn FaberSA State Chair AFA Foundation
Issued by Association of Financial Advisers (AFA) on Dec 2018
Associated with Robyn FaberSA Committee Member AFA Inspire
Issued by Association of Financial Advisers (AFA) on Jun 2017
Associated with Robyn FaberSA State Chair AFA Inspire
Issued by Association of Financial Advisers (AFA) on Jan 2019
Associated with Robyn Faber
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