About Me

I am a Certified Financial Planner who is a Chartered Accountant, practised in taxation, rural and small business services, superannuation and financial planning. I have completed the FASEA exam, graduate diploma of financial planning and Self Managed Superannuation Specialist qualifications. I enjoy working with a range of clients to identify their goals and put together a road map of for their future financial wellbeing including ,managing the risks along the way and after they are gone. In the past I was a registered nurse and have managed with my husband a family primary production business with a direct to market wholesaling business for approx 15 yrs prior to moving back into public practice. I feel I have a broad skill base and life experience which enhances the empathy and understanding of clients along with the desire to deliver optimum results for clients which truly reflect their goals and stage of life. I have developed my skill base to include aged care considerations to provide planning options for life's whole journey.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 13 Years
  • Licensed By
    Licensed By Arete Life Solutions Pty Ltd
CERTIFIED FINANCIAL PLANNER®