Education and accreditations
- Bachelor of Applied Finance
Employed at Calder Wealth Management since
- 11th of February 2019
I joined Calder Wealth Management in early 2019 after completing my studies at the University of South Australia. What drew me to this career path was that I loved working with people to achieve their goals and objectives and I truly enjoy the problem solving and attention to detail of working in Finance. I worked in retail for 5 years for a company which focused majorly on the clients experience, which I was very honoured to be apart of. I live a very fulfilling life as I have an amazing family, group of friends and a great job working for a company I am proud to be a part of.
What do you enjoy most about wealth management?
Assisting people to be in control of their Finances, achieve their goals and plan for their futures.
What do you love most about being part of Calder Wealth Management?
We have such a great team at Calder and we have a great relationship with all our clients too.
What would you be doing if you weren’t working in Wealth Management?
I would be a Maths teacher, as I loved Maths in school, and I love helping others.
How should people think about their wealth?
They should think that they are in control of their wealth and that their goals and objective are achievable.
What do you love to do outside of work?
Spending time with my family and friends. Dancing and going to the gym are my favourite places to be.
What quality of yours makes you best suited to what you do?
I am a perfectionist which is perfect for my role as I am very organised and pay attention to detail leaving no room for error. I also love helping others and playing a part in them achieving their goals and objectives
What’s the most influential book you’ve read?
The Bare Foot Investor.
What’s the biggest challenge in wealth management?
Accepting the future can be uncertain and you need a plan that can change with you as your situation changes over time.