I am an entrepreneur who has been working in the financial services industry since 2000. I start providing financial advice at the age of 20. My clients include some of the top firms in the country.
I have sat on the board for the Entrepreneurs’ Organization (EO) Brisbane board as the learning chair for 2014-2015, after being the forum chair for 2013-2014.
I am passionate about creating leaders. Building businesses, educating business owners to close the gaps in inefficiencies and how to offer real value to clients.
I am passionate about making advice affordable and helping business owners work smarter. It is my mission to educate the advice industry (accounting and financial planning) to stop getting bogged down in administration and spend their time actively helping clients and adding value instead.
My strong suit is providing proactive advice to accountants and financial advisers to become more efficient and productive and educating business owners on how to best market their businesses.
Because of that, in 2013, I have established The Outsourced Accountant in the Philippines to assist Australian and New Zealand SMEs in growing their businesses and to deliver more services at a faster speed, to their clients.