Financial Adviser | Brisbane
B. Finance (Financial Services)
Izzy has been working in the financial planning industry since 2017 and is passionate about providing the best possible experience to his clients. Starting his career in Canberra, Izzy graduated from the University of Canberra with a Bachelor of Finance, majoring in Financial Planning, Banking and Financial Services.
Whilst in Canberra he worked for a boutique financial planning firm where he gained valuable hands-on experience working with high-net wealth and high-net-income individuals, small to medium-sized enterprises and self-funded retirees.
In December 2021 Izzy began his professional year, working under the supervision of Nikki Booth, and has been practising as a financial adviser with My Wealth Solutions ever since.
In December 2021 Izzy began his professional year, working under the supervision of Nikki Booth, and has been practising as a financial adviser with My Wealth Solutions ever since.
The ambitiousness and drive of the group is very infectious and something I noticed as soon as I walked through the doors, it’s a privilege to be part of.
The economic dilemma of scarcity. We all have unlimited wants, but unfortunately, we all have limited resources (even in the wealthiest individuals).
Some of the most profound client experiences I’ve been part of are when we’re able to boil down what’s important to you, and to your family and how we can leverage your unique financial situation to achieve this.
Enjoy the Maroons dynasty while it lasts.
I keep wearing my headphones, even when I’m not playing anything through them.
The path to achieving financial success and security starts with sitting down with an expert financial advisor.