About Me

I an a Senior Financial Adviser in Perpetual’s Canberra office and have over 25 years’ experience in the financial services industry, with over 15 years of this at Perpetual.

I provide holistic, tailored advice in retirement planning, superannuation, investments, asset allocation, portfolio construction, estate planning and charitable giving (philanthropy) to assist clients in achieving their financial goals and objectives. As an Accredited Aged Care Professional, I assist new and existing clients navigate the complex aged care system with empathy, understanding and clarity.

I am passionate about building trust and long term relationships. I am focused on providing exceptional service for my clients and their families and particularly enjoy educating my clients and empowering them with the knowledge and resources to make better financial decisions that align with their values and achieve their goals.

I am a Certified Financial Planner (CFP®) and hold a Bachelor of Science, Diploma in Financial Markets and Master of Financial Planning.