About Me

I am a Senior Financial Planner at Apt Wealth Partners. I hold a Bachelor of Business (Banking & Finance) and a Diploma of Financial Services (Financial Planning). I am a Certified Financial Planner™ with the Financial Planning Association of Australia.Our aim at Apt Wealth Partners is to always put our client’s best interests first and ensure they achieve "Lifestyle and Financial Success". I have a goals-based approach and I am passionate about working with my clients to determine and achieve their life objectives.I also specialise in Aged Care Advice.My other services include:- Investment advice- Cash flow and budgeting strategies- Retirement planning- Superannuation strategies- Salary packaging- Stockbroking- Centrelink strategies- Estate planning- Insurance planning