About Me

As a qualified youth worker and trauma counsellor, I bring a different skillset to my role as financial adviser. This has enabled me to provide emotional support to clients going through a difficult time, as well as financial advice to improve their situation. My aim is to empower my clients by improving their financial literacy and capability – that is their understanding of and their confidence in managing their own finances. This is enforced through my extensive experience of running workplace programs, workshops and seminars.I practice goal-based strategic planning which is aimed at achieving your goals, no matter what life stage you're in.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Spark Advisors Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®