About Me

I have been working in the financial services industry since 2005 where I commenced my career as a Paraplanner and gained knowledge in financial planning strategies. I have been providing advice as an Authorised Representative since 2009 in the areas of equities, investments, retirement planning, superannuation, personal risk insurance & SMSF's.I have gained my experience working for large institutions and smaller boutique firms where I have provided holistic wealth advice to individuals and families. I am an Aged Care Specialist, fully accredited and work extensively in this area of advice. I completed the Master of Financial Planning in 2019.