About Me

As a successful small business owner and Certified Financial Planner, I get the opportunity to develop great relationships with my clients and build a successful team. I know how important it is to develop a team of professionals that can provide the best financial advice and service. At ITL Financial Planning, we have established a reputation built on excellence and sound financial advice which we are incredibly proud of. As a progressive small business, we continue to improve in all areas of our business to ensure our clients receive the best advice and experience. I specialise in creating direct investment portfolios, retirement planning, estate planning and SMSF’s. My skill set lends itself towards providing excellent outcomes for self-funded retirees, professional families and successful business owners. At ITL Financial Planning:
• We appreciate your time is valuable; We give you more time by taking away stress and admin.
• We are pro-active. We manage your finances like we would manage our own.
• We do exactly what we say we will do. You can rely on us to make things happen for you.
• We give you choices as not everyone wants to take the same approach.
• We provide you with true peace of mind by being at the forefront of our profession.
• We are boutique. We can offer a truly personal service and go above and beyond.
• We have strong relationships with specialised professionals so we can manage all your affairs.
• We have a track record of being transparent, reliable and trustworthy and;
• We can give you the attention you deserve.