As a Customer Solutions Design Consultant at Iress, I focus on helping clients design practical, best-practice solutions that maximise their existing capabilities, whether through workflows, advice documents, or intensive bootcamp training.

I bring over two decades of financial services and adviser technology experience to the table, including five years managing Xplan site for a major licensee and ten years as a consultant delivering Xplan solutions to practices of all sizes.

Starting my career as a paraplanner with an Advanced Diploma in Financial Planning gave me a strong foundation, and I am passionate about helping people gain the most efficiencies in their everyday workflow.