About Me

Since 2017, I have been part of the OzPlan Financial Services team, working my way from the ground up to become an accomplished Financial Planner.

I am passionate about helping my clients achieve their financial goals by offering specialized services in the areas of retirement planning, superannuation, wealth and cash flow management, personal insurance, succession and estate planning as well as planning for the transition to Aged Care/Retirement Living services.

I really enjoy the new challenges I am presented with daily and through applying my knowledge, personal experiences and tertiary education, I can consistently demonstrate to my clients that the advice they receive is always in their best interest.

Due to my extensive experience in Aged Care planning, I host regular, free seminars on Financial Planning considerations when moving a loved one to Aged Care.