About Me

As a highly motivated financial adviser, I am quick to learn and adapt within the always changing financial planning industry. I am approachable and passionate about ensuring client outcomes are achieved to prepare balanced financial and lifestyle plans for families and business owners.I have completed a Bachelor of Business, Advanced Diploma in Financial Planning and a proud member of the Financial Planning Association AFP®, continuously educating myself to provide optimal outcomes and professional services to our clients. With my perseverance, client service skills and attention to detail; I help clients achieve a more balanced lifestyle and secure their financial future.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Dalton Financial Services Pty Ltd