About Me

My journey into financial planning began with a personal interest in understanding and improving my own financial position, and quickly developed into a passion for helping others achieve financial confidence and security.
Today, I hold a Bachelor of Business from Monash University and a Graduate Diploma in Financial Planning. Having worked in the financial services industry since 2008 and as a Financial Adviser since 2013, I've spent more than 18 years helping clients navigate their financial journey. In 2022, I became a business partner at Veracity Wealth Planning, reflecting my commitment to providing quality advice and building long-term relationships with my clients.
I believe financial advice should be practical, easy to understand, and tailored to each person's unique goals and circumstances and I understand that financial decisions can sometimes feel overwhelming, so I focus on making the advice process as straightforward and stress-free as possible, allowing my clients to focus on living the life they want.
While I enjoy working with clients at all stages of life, I have a particular passion for helping people prepare for retirement and transition confidently into the next chapter of their lives. I work closely with pre-retirees to maximise their wealth, make the most of their retirement opportunities, and create a clear pathway to retirement. For those already retired, I help provide the financial security and peace of mind needed to enjoy the lifestyle they've worked so hard to achieve.
The most rewarding part of my role is seeing the confidence my clients gain when they have a clear plan in place, and knowing I have helped put them in a stronger financial position for the future.