MenuAbout Me
Big Picture Thinker, Life Enthusiast, Financial Adviser and Self-Managed Superannuation Fund Specialist. Quite simply put, I love financial planning and it is my greatest privilege to help everyday Aussies to achieve financial success. At LaVie Avec Wealth Advice our approach is warm, strategic, and grounded in trust. We value clarity over jargon, people over portfolios, and long-term partnerships over quick wins. We help you to create life with wealth—and wealth with soul.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 4 Years -
Licensed By Capstone Financial Planning Pty Ltd
Also meet me here:
478 Old Ferry Road,
Ashby, NSW 2463
Ashby, NSW 2463
