About Me

I began my journey with PlanPlus in February 2024, marking the latest milestone in my 8.5-year tenure in the financial services industry. Starting as a receptionist, I've advanced through various roles including Client Support, Paraplanning, and adviser support. My diverse experience reflects my unwavering commitment to providing clients with the best possible financial guidance.

Driven by a profound passion for helping clients achieve financial confidence and ease in their lives, I aspire to fulfill my goal of becoming a fully-fledged financial adviser. Beyond my professional pursuits, I find immense joy in motherhood, caring for my three children. I cherish moments spent with friends and nurture my love for reading, finding inspiration and relaxation in the pages of a good book.

With a dedication to enhancing your financial well-being and a personal approach that understands the complexities of life, I am here to guide you towards a secure and prosperous future. Let's navigate your financial journey together with clarity, integrity, and compassion.

Areas of Focus

  • Cashflow management
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Licensed By
    Licensed By Principle Financial Group Pty Ltd