About Me
I've been helping clients work towards their financial goals for 20 years. Over a tumultuous time I've been a source of support and reference for clients from all stages of life but particularly in the key pre-retirement and retirement phases of life. Clients rely on me to help navigate the complex areas of superannuation and Centrelink and take much of the stress out of a difficult transition period.
Areas of Focus
- Aged care
- Government assistance
- Life/personal insurances
- Retirement
- Superannuation
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Highest Level of Education Graduate Diploma
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Years of Experience 29 Years
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Licensed By Togethr Financial Planning Pty Ltd