What do you do at TAG?
I am a manager in the Investment Advisory and Wealth Division and a CPA.
I hold a Masters of Applied Finance. I started at TAG in the Superannuation Division 7 years ago. I moved across to the Wealth Division 3 years ago and as a qualified licensed financial planner use my accounting, superannuation and financial expertise to get the best outcomes for our clients.
How do you prefer to start your day? Tea or Coffee
Coffee.
What was your first job?
I worked in the Fruit and Veg department at Coles. I was there long enough to accrue long service leave, before moving on to pursue a career that better utilised the skills of a qualified accountant. It also afforded me to finish university having paid off my HECS debt.
What are you reading right now?
Harry Potter and the philosopher’s stone. My eldest daughter has insisted I read the series with her.
Who would be your 3 ideal dinner guests, dead or alive?
My mother – she past away some years ago now
Michael Jordan – I’d get in some one on one ball before dinner. It’d be pretty special playing against the man I watched growing up.
Elon Musk – You’d get some pretty interesting dinner conversation with him at the table.
What’s your favorite movie?
Man on Fire
Do you have any pets?
Not yet – the kids desperately want a dog.
Do you have any special talents?
I can juggle.
Got any favorite quotes?
“If you are able to believe in Santa for 8 years, you can believe in yourself for 5 minutes”. Not sure who originally said it, but it really resonates with me.
If you could only eat one meal for the rest of your life, what would it be?
Pho – pretty simple dish, but I could genuinely never get sick of eating it.
What are three items you’d take with you to a deserted island?
Depends if anyone knows I’m there…
I guess if you go for the practical option…
A satellite phone, decent supply of food and drinking water and supplies to build some shelter.