About Me

As an accomplished Associate Planner with 15+ years of experience in the Financial Planning industry, I possess expertise in various planning domains, such as financial advice, retirement, and investments. I am deeply committed to adhering to compliance standards and staying abreast of the latest industry developments. Holding a Graduate Diploma of Financial Planning, I collaborate with advisers to design customised strategies that align with our clients’ goals, enabling them to enhance their lives and those of their loved ones.

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 13 Years
  • Licensed By
    Licensed By Bridges Financial Services Pty Limited