I+M Wealth has always been a privately owned firm operating as an authorised representative of Principal Partners Vic Pty Ltd under their Australian Financial Services Licence since 2003.
Our approach is built around providing transparent, relationship driven advice focused on delivering practical long term outcomes tailored to each client’s individual goals and circumstances.
I+M Wealth also provides access to private investment opportunities, through established relationships and experienced industry collaboration, we help our clients access opportunities designed to support broader wealth creation objectives.
Relationship driven advice focused on long term client outcomes.
I am the Chief Operating Officer of Financial Planning & Advice and act as co-head of the Investment Committee for all I+M Wealth clients.
With over 23 years’ experience within the financial services industry, specifically wealth management and financial services divisions, I hold extensive knowledge and expertise in investment strategies, superannuation structuring, wealth creation, pre & post retirement planning, and inter-generational wealth transfer.
I work closely with some of Melbourne’s wealthiest families in managing their private wealth. Outside of the office, I can be found running around Stonnington and the Mornington Peninsula chasing after my three children
I am a financial advisor at I+M Wealth, I have more than a decade of experience in financial planning and wealth management. I entered the advisory field immediately after the Royal Commission into financial services, with a fresh perspective; one who is free from the outdated, conflicted advice, and stockbroking models of the past. I bring energy and enthusiasm to my work, backed by the qualifications that equip me with the expertise to navigate complex financial situations.
