About Me

I am a Senior Financial Planner at Apt Wealth Partners. I hold a Bachelor of Business (Economics and Finance), Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Services. I am a Certified Financial Planner™ with the Financial Planning Association of Australia. Apt Wealth Partners are a privately-owned firm and we do not own any products. Our aim at Apt Wealth Partners is to always put our client’s best interests first and ensure they "live for today and plan for tomorrow". I have a goals-based approach and I am passionate about working with my clients to determine and achieve their life objectives. My services include:- Investment advice - Ongoing portfolio administration and review - Retirement planning - Superannuation strategies - Salary packaging - Stockbroking - Centrelink strategies - Estate planning - Insurance planning- Expat financial advice