About Me

I have been working in the Financial Planning Industry since 2007, gaining extensive knowledge and experience across a broad range of client needs and financial strategies. At Fennell West, we provide a single point of contact to manage our clients’ total financial needs, delivering tailored advice with a strong focus on long-term outcomes.

My core areas of expertise include retirement planning, tax minimisation strategies, and investment advice. I work closely with clients to develop and implement strategies that help them build and protect wealth, maximise their superannuation, and transition confidently into retirement. As part of our planning process, we also conduct long-term financial modelling to provide clients with greater certainty and peace of mind about their retirement future.

Whether it’s navigating complex tax structures, optimising investment portfolios, or planning for Centrelink entitlements, I aim to provide clear, practical guidance that supports financial security and confidence.

I am a CFP® professional, a member of the Financial Planning Association (FPA), and hold a Master of Business Administration (MBA) with a specialisation in Financial Planning.

Areas of Specialisation:

Retirement Planning
Tax Minimisation Strategies
Superannuation and Redundancy
Self-Managed Superannuation Funds (SMSFs)
Centrelink Advice
Wealth Creation Strategies
Investment Advice
Risk Insurance
Business Insurance
Estate Planning