Because there are things in life that are more important than money, we ensure that every decision our clients make is aligned with their most important goals and their most deeply held values
Completing a two year course on Values Based Financial Planning based in San Diego.
Building a network of professional advisers who are skilled in providing philanthropic advice to their clients.
NSW Manager for the Australia's Council philanthropy arm. Working to grow cultural philanthropy through mentoring the cultural sector and advising philanthropists about how to become more strategic with their philanthropy.
Project managing a program to grow the community of young philanthropists, crafted and led a national strategy to build capacity about the cultural sector's use of crowdfunding to raise money, deliver one on one mentoring to artists and arts organisations in Western Sydney and regional NSW.