About Me

My primary goal as a financial adviser is to educate and guide clients to make informed financial decisions.

I have over 10 years' experience working within the financial planning industry. I am accredited to provide advice in a number of areas including Superannuation, SMSF, Retirement Planning, Personal Insurances, Aged Care, Centrelink, investment advice, estate planning and tax (financial) advice.

I hold a Masters in Applied Finance from Macquarie University, a Diploma of Financial Planning and a Bachelor of Business Studies from Dublin City University.

Outside of work, I enjoy pilates, running & hiking and spending time outdoors in the beautiful Northern Rivers region with my husband and two daughters.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd