With valuable experience in paraplanning, statistics, and strategical taxation planning, Louis brings a wealth of financial knowledge and a unique perspective to the financial planning space.
Louis has a Bachelor’s degree in Mathematics and Data Science and is eager to be able to grow on his knowledge as Associate Financial Adviser at Coastal Advice Group.
For Louis, he is most passionate about being able to share his knowledge with clients so they can achieve all their goals – not just financial goals. “No matter the client, I always aim to offer the most relevant and personalised support to the individual so they can meet their personal and financial objectives.”
Buying his own house at the age of 22, with aspirations to further increase his investment property portfolio, Louis clearly has a sound understanding of how to achieve financial success and is keen to share his expertise with others with the same mindset.
As a total sports fanatic and both a player and professional rugby league referee – Louis thrives under pressure and is able to make smart, proactive decisions in high-stress environments. As a true team player, he brings a positive, collaborative attitude to everything he does.
Louis is personable and incredibly receptive to others’ needs; his down-to-earth personality allows him to build not just strong relationships with clients, but also great friendships.
“I will always endeavour to build a strong trustworthy relationship with every client so they can feel comfortable to know their financial future are in the right hands.”