About Me

As an experienced and qualified Certified Financial Planner, I moved to Horizon Prosperity situated in Blackburn North, Victoria, in April 2022.
Over the many years in this industry, I have developed and maintained trusting relationships with many clients and have a real passion for helping them to achieve their financial goals.
I believe that financial planning is more than just putting strategies and products in place – it is the important skill of identifying opportunities and providing solutions that are real and relevant to a specific client and that are going to provide that client with a better outcome.
My experience from the ground up has enabled me to understand and excel in many roles and responsibilities within the financial planning process. I have seen and embraced much change in this industry over the years and am proud and passionate to be a part of it.
Qualifications:
Successfully completed the internationally recognised designation of Certified Financial Planner CFP® in 2010. The CFP® mark represents a symbol of trust and a mark of excellence.
More recently I have completed my Graduate Diploma of Financial Planning (2020) and attained FASEA accreditation in line with the new world of providing advice.
Both the CFP® and FASEA accreditation provides reassurance that we work to the highest professional and ethical standards always putting the client first.
And whilst having many years of experience in the Aged Care space, developing financial strategies and ensuring better outcomes for individuals and couples, I have recently completed the Aged Care Strategy Steps Aged Care Accreditation Program which has provided me with even further expertise and acclaim in this ever changing area.
If you are looking for a financial adviser that cares, I will be there guiding you along the way. I strongly believe in how the value our advice can provide peace of mind to our clients and I get an enormous satisfaction from the client's appreciation and satisfaction.