About Me

Lifestyle is important to me and helping you achieve the lifestyle you want is equally as important!
I started my career in financial planning in 1995 with an admin and paraplanning background and became a fully qualified financial adviser in 2005. I completed the Master of Financial Planning degree in 2020 and achieved the subject award winner for Superannuation and Retirement Planning. My aim is to assist clients to achieve their dream lifestyle by helping with investment selection, superannuation strategies, retirement planning advice and wealth protection needs. In 2017, I moved to the Bega Valley to enjoy the lifestyle of country living, but regularly visit Canberra, Orange, Sydney and the Central Coast. In January 2024, I successfully completed the Accredited Aged Care Professional program to provide financial advice to those entering Aged Care.