About Me

I love engaging with my clients regardless of their background, knowledge or life stage. I value relationship with my client based on trust and strive to deliver advice in a simple and friendly format, easy to understand.
Started practicing Financial Planning since 2013, I hold Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and other relevant qualifications. I have passed the Financial Adviser exam and is currently an active voting member of the Financial Advice Association Australia.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd