About Me

Fully qualified Financial Planner, registered with ASIC with over 25 years in the Financial Services Industry. Our Offices are located in Brighton, Bayside and Frankston Melbourne. I have a real passion for providing clients with confidence and clarity to achieve their goals and financial objectives. My key strengths are superannuation, retirement planning, investment strategies, estate care, debt/finance and aged care. I am a mother of two teenagers and have a very good understanding of planning, budgeting, caring and living a busy family life while working full time. My core values of trust, honesty, clear communication and professionalism inspire me in all aspects of financial planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 11 Years