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About Me

Having worked in the financial services industry for over fifteen years, I have extensive experience in all facets of financial planning, working with my clients to help them achieve their financial goals and lifestyle objectives. Whether you are just starting out, are already established but needing help to secure your financial future, or are transitioning to retirement, I can help guide you through all major life transitions. From the creation of a personal protection plan and debt reduction strategies, to superannuation advice and transition-to-retirement pensions, I am committed to helping you make better, more informed decisions. I offer personalised, tailored advice designed to translate the needs of my clients into actionable, easy-to-understand financial plans.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Paragem Pty Limited
  • Advice fees
    Advice Fees From $2,750