With 18 years experience in the finance and property industries including a variety of roles and organisations, there is not much I haven't had firsthand experience in doing. In addition to that my previous leadership roles help me to be able to distil years of knowledge down into the most pertinent information during a few hours with our clients. Two things get me excited outside of work: doing new things (last year I ran my first (and LAST!) marathon and this year it will be spending a week in the desert in Abu Dhabi with my wife) and the second spending time with my wife (Belinda) and my two boys (Oli and Charlie - aka the Awesome Twosome!)
I love getting to watch people go from being fearful of living a life less than what they absolutely want; to helping them to take action; and being there with them every step of the way as they build their structure - it's incredibly satisfying!
My 15 years finance & accounting experience coupled with 5 years in a customer support role at a Major Bank has built the foundations for my enjoyment of working with customers and helping them fulfil their goals at Certainty Wealth. When I switch off from work I'm usually searching for a new remote place to go and relax with my family. Most day's off will involve four wheel driving on the beach, camping, hiking or road trips to somewhere new.
Seeing the positive change people can make to their future and having a direct role in providing knowledge and support is exciting. The people I work with day to day and the dedication and like-mindedness of our team makes that process even more enjoyable and relaxing.
My background in sales and my nerdy passion for all things digital marketing enable me to make sure Certainty Wealth can grow so we can help more families. Outside of work you can find me ballroom dancing – I started dancing socially 10 years ago and have never looked back. Now I compete here and interstate and am looking to compete overseas soon.
I thoroughly enjoy speaking to our clients and seeing how much we have been able to positively impact their lives. I am constantly reminded that we’re helping people and that is a great feeling!
I have 16 years' experience in Business Banking gaining invaluable insight into what it takes to have a successful business. With this experience, I have had my own Bookkeeping and Administration Management business for the last 4 years and obtained a Cert 4 in Financial Services; a Cert 4 in Business Management and am in the process of completing the process to becoming a registered Tax Agent - all of which set me up to do my job to the best of my ability! Outside of work, I love watching my child play soccer, riding my horse and spending time caravanning in new places.
It gives me great satisfaction knowing that I support a team of people with aligned values and a commitment to a small business becoming highly successful by helping their clients achieve their goals.
My positions as Sales Reps for large hardware / timber companies have given me experience in basic business understanding; sharing information with others and being able to listen and discover the needs of each different client. Away from work, I enjoy travelling to unusual places and discovering things above and below the water – cruises are my favourite style of holiday! My wife and I spend as much time as possible with Granddaughter "Grace" and my parents as they age.
My role with Certainty Wealth is one I enjoy very much, chatting to strangers about what they would like in life and then having an opportunity to share info that could give them some hope for them, which seems to be missing from most of the people I speak to. I am extremely proud to say that the information that I get to share has changed many lives and will continue to do so and that simply gives me a lot of joy!
I have worked in Sales, as well as a phone sales consultant for the past 22 years. I believe strongly in the service we give which makes it easy for me to pick up the phone and dial. I get SUPER excited watching any sport as well as watching my kids grow up. My kids are growing up crazy fast and its interesting seeing them develop. As for sport, I can watch 24/7 and appreciate their athleticism.
Like I stated earlier, I love the service we are offering and that makes life easier. I also love the people I work with at Certainty Wealth, particularly the flexibility that is offered so I can balance my work and home life.
With 29 years experience in the Finance Industry and 17 years expressly in Real Estate, I understand that Certainty Wealth gives a service that is truly needed by clients to help them make the right decision to protect and grow their assets. Away from work, I am a mum of two beautiful daughters and our interests include enjoying what the Gold Coast has to offer with great restaurants and beautiful parks and beaches right though to escaping to the bush to camp and bushwalk.
I love being part of the Certainty Wealth team and being able to offer such a great service that can truly change lives.