About Me

I am a Certified Financial Planner© and director of Coastal Financial Advisers, a holistic financial advice business on Queensland's Sunshine Coast. After working with a consulting firm based in South Africa, and then Westpac and Suncorp in Australia throughout the 90's and 00's, I took the decision to start my own practice in 2008. I haven't looked back since - and continue to look forward with much optimism. I love the relationships I have with my clients, who often turn out to be friends! My awesome (and highly qualified) support team join me in taking a client centric approach to our business, genuinely delighting in helping our clients achieve their objectives.

Areas of Focus

  • Aged care
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Putting Planning Into Practice Pty Ltd
CERTIFIED FINANCIAL PLANNER®