About Me

I am the Head of Expat Services and Senior Financial Planner at Apt Wealth Partners. I am an experienced financial planner with extensive expertise in helping expats protect and grow their finances to reach their goals. I specialise in support Australian expats, those migrating to Australia, and US citizens living on our shores.
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 Advice Association of Australia (FAAA).
Apt Wealth Partners is an award-winning financial advice firm with offices in the Sydney CBD, Northern Beaches, Melbourne and Geelong. We have a proud history of delivering leading financial advice and services for individuals, businesses and families across the country and even the globe. From humble beginnings as a local advice firm, today, our team now numbers over 80 leaders in their fields, from advice and investment to innovation and compliance, who deliver a comprehensive portfolio of financial services. But as we have grown, one thing hasn’t changed: our commitment to delivering a client-first service that helps you live your best life.