CERTIFIED FINANCIAL PLANNER®

Today I proudly received my official CFP® certificate, recognising my commitment to education, experience and ethics in financial planning. The CFP® designation represents the pinnacle of the financial planning industry and is recognised in 26 countries. Being a member of this elite group of professionals is a great honour.

FOMO investing

I recently saw an article talking about a resource stock which had risen from $0.14 three years ago to $4-something today. They touted that you could have grown your investment over 30 times if you had invested in this company. What a headline! And sadly punters will be sucked in Read more…

Living the Values

Today I was awarded with the Living the Values award for ANZ Financial Planning in Victoria & Tasmania. This award reflects our cultural values of; energised, accountable and caring, and one team. These are overlayed on the broader ANZ cultural values of; integrity, collaboration, accountability, respect, and excellence. What was Read more…