Principal Adviser, CFP®
My goal is to ensure that clients staff and people who are aligned with our business are better off in the future than they are today.
My philosophy of turning the complex into the simple and ensuring clients grow their knowledge and learn and take ownership of the strategies is our business vision.
Over my 20 years in the Financial Advice Industry I have weathered several tumultuous economic events, travelled through many successive governments, and adjusted to significant changes to savings, retirement philosophy’s and legislation.
Living in Tasmania gives my family and I a great platform to take in the events around the, state, country, and broader globe and clearly move forward.
Formally educated through the University of Tasmania and undertaking professional and leadership courses throughout my career, through Deakin University for my Diploma of Financial Planning and obtaining the Certified Financial Planner®, The Tasmanian Leaders Program in community leadership and Graduating from the Australian Institute of Company Directors.
Our talented team enables us to be nimble to the changing environment and bespoke in our design of solutions to cater not only to local demands but provide solutions with a limitless horizon.
Welcome to McArthur Financial.
I have worked in the financial planning industry for close to 13 years and been fortunate enough to have worked with Zach for most of that time. In that time I have completed my Certificate 2 and 3 in Business Administration and completed part of my diploma in financial planning with ambitions to complete it fully one day.
I love working closely with our clients to help you meet your needs while providing outstanding service. Along with Megan, I will be your contact for any administrative queries and when Zach is unavailable.
When I am not working, I love spending time with my 10-month-old daughter Molly and husband Luke. I love playing sport, shopping (not the best hobby for someone that works in Financial Planning) and baking.
I look forward to working with you and helping you work towards your financial goals, alongside the team at McArthur Financial.
Strategy & Advice Development
I joined the finance industry in 2004 in a client service role where I found I had a passion for helping clients and being their first point of contact for queries, I moved into paraplanning in 2009 after gaining a great deal of knowledge and completing my diploma of financial services. After taking some time off to raise my children I returned to work and commenced at McArthur Financial in December 2016.
I love where my role takes me both professionally and personally. I am passionate about working with our clients and providing quality written advice in a simple and easy to understand manner. I get great job satisfaction from assisting clients with all aspects of Financial planning.
I am currently in the office two days a week, when I am not at work I love spending all my time with my family and raising my beautiful children Matilda and Archie.
Strategy & Advice Development
Finance and the financial industry is a field that I have been interested in for a long time. This has lead me to studying at the University of Tasmania majoring in both finance and management. Once I complete my degree at the end of 2018 I aim to develop my skills and knowledge to becoming a financial adviser.
My ambition is to work closely with clients to grow their understanding and ensure that they are receiving the most beneficial results for their future.
I am currently in the office three days a week. When I am not working I am usually studying or spending time with my partner. I am thrilled to be a part of the McArthur Financial team and am eager to meet and work with you all.