About Me

I hold an Advanced Diploma in Financial Services (Financial Planning) as well as the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the industry's highest accreditation. I am a member of the Financial Advice Association Australia.

In 2020 I was awarded the prestigious Financial Adviser of the Year at the Women in Finance Awards and was further recognised for my achievements in the industry earning a place in the Financial Standard Power 50 list of the most influential advisers in Australia in 2022, 2023 and 2024.

I commenced my career in the financial services industry in South Africa over 30 years ago and relocated to Hobart in 2001, where I continue to deliver strategic and holistic advice to high net worth, institutional and not-for-profit clients.

As a Principal Wealth Adviser, I pride myself on building enduring relationships and providing tailored solutions that deliver optimal outcomes for my clients. I work with a broad range of individuals, from busy professionals with complex needs who are looking to outsource their financial affairs, through to more mature professionals and small business owners who are looking to cut back on work and spend time pursuing more pleasurable pursuits such as travel or time with their grandchildren.

Away from work, I enjoy keeping fit, travelling and spending quality time with my husband Murray and our two adorable sausage dogs, Rosie and Lola.