About Me

I started in the Financial Services industry in 2001 and have been recognised with several awards throughout my career,  acknowledging success with both clients and professional partners.
I hold a Bachelor of Business from the University of Newcastle as well as a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).

I am a strong believer that Financial Advisers can make a positive difference in people's lives and I make every effort to simplify the entire retirement process. I believe retirement should be enjoyed, not feared, and if I can help people feel in control, rather than overwhelmed, then I have done my job.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Oreana Financial Services Pty Ltd