Director/ Financial Planner / Mortgage Broker

Authorised Representative of AMP Financial Planning

I have been working in finance industry for over 17 years both overseas and in Australia. I have worked as a banker in one of the top four banks, mortgage manager in a financial planning entity and then starting my own financial planning business.

I formed Sydney West Financial Services in 2008 with an objective of providing holistic financial advice starting from cash flow management, debt management, risk management, savings for future and planning retirement.

My motivation to work is to build relations on the back of my work with clients and see them achieving their life goals.

Head of Compliance / Financial Planner

Authorised Representative of AMP Financial Planning

I joined the Financial Planning industry in 2009 as an Administration assistant, upskilled myself to become a para planner and am currently working as Financial planner.

My passion is to provide a complete and personalised financial planning services that focuses on client’s needs, working together to enable them to not only achieve, but understand and exceed their personal, financial and lifestyle goals.

Team Leader / Financial Planner

Authorised Representative of AMP Financial Planning

I have been working in the finance industry for the past 16 years with the past 8 years as a financial adviser. Previously, I worked as a financial adviser in one of the top four banks for 6 ½ years in Orange & Canberra before returning to my hometown of Sydney and joining Sydney West Financial Services.

A huge incentive for me to work with Sydney West Financial Services was it is a family orientated business which ensures that everyone including our customers are treated how my family or I would want to be treated.

I became a financial adviser after witnessing numerous clients dreams not being fulfilled right in front of my eyes. This has ensured I strive to make those little dreams a reality by working with our customers to understand their needs and put in place strategic strategies that will lead them to reaching these.

Financial Planner

Authorised Representative of AMP Financial Planning

I joined the Financial Services Industry in 2010 working in client services, whilst studying at university I upskilled myself into a planner support role and later an associate planner. I am now working as a financial planner.

I have a high degree of passion for the financial planning industry and love how rewarding and fulfilling it is helping and seeing clients achieve their goals and dreams.

I look forward to meeting you and giving valuable and friendly financial planning to help you achieve your dreams and lifestyle goals.

Financial Planner

Authorised Representative of AMP Financial Planning

My experience working as a Financial Planner plus various other roles and my education has helped me develop excellent knowledge in financial planning, building good relations with clients and team members.

As an individual, I am a quick learner, have ability to meet critical time schedules and am self-motivated.

Financial Planner

I have been working in the financial planning industry for over 13 years.

My extensive experience and education have helped me to build a solid foundation in financial planning. I am passionate to utilise my skills to benefit others in need of financial direction in the fields of retirement planning, wealth creation and personal protection

PARAPLANNING TEAM LEADER

I work as a senior paraplanner at SWFS and closely work with the advisers and other support staff to help develop quality financial advice for clients. I also oversees the advice generation process, always endeavouring to develop new and more efficient ways to create a seamless process for clients.