About Me

I have over fifteen years’ experience in the financial services industry and have gained valuable knowledge by working in various roles for both private practice and industry super funds. An advocate of personal growth and believing that there is always more to learn, I have completed specialist studies in both Self-Managed Super Funds and Aged Care advice since gaining my CFP accreditation. My passion for helping people and simplifying confusing aspects of financial advice means that I can ensure my clients are informed every step of the way on their journey towards financial wellbeing.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Clover Financial Services Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®