About Me

I am a Financial Planner who is passionate about enabling clients to make informed decisions. Based in Geelong, I work for West Carr & Harvey Financial Planning. My approach to clients is to keep investment and financial strategies as simple as possible, while providing the best options for your circumstances. Our initial process includes a series of exploratory meetings to get a clear understanding of your goals and then provide a summary of how this may be achieved, so that you can make an educated decision. This process is obligation and cost free.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Personal Financial Services Ltd
  • Advice fees
    Advice Fees From $4,400
CERTIFIED FINANCIAL PLANNER®