At Custodian, my primary responsibility is to help people build a long-term wealth strategy. This involves providing guidance and support to ensure our clients make informed decisions to secure their financial future.
Before joining Custodian, I spent 21 years as a WA Police Officer, where I developed strong problem-solving skills and a commitment to serving the community. Following my career in law enforcement, I transitioned to a role as a Sales Manager with Accor Vacation Club, where I spent 12 years honing my sales and customer service skills. This diverse background has equipped me with a unique blend of experience and expertise, allowing me to effectively assist our clients in their wealth-building journey.
I currently own my primary place of residence (PPOR) along with two investment properties (IPs) – one located in Western Australia and the other in Queensland. My personal experience in property investment helps me to better understand and relate to the challenges and opportunities faced by our clients.
Outside of the office, I am passionate about family, travel, and AFL, especially supporting the Mighty West Coast Eagles. I also enjoy BBQ’ing with our neighbors, and we are all great friends. These activities not only provide relaxation and enjoyment but also help me maintain a balanced and healthy lifestyle.
What makes my job truly fulfilling is helping people achieve their goals and making new friends along the way. Seeing our clients succeed and knowing that I played a part in their journey is incredibly rewarding. Recently, a client shared their excitement about reaching a significant milestone in their wealth-building plan, which reaffirmed my love for what I do and the positive impact it has on people’s lives.