About Me

I am an Authorised Representative of Lifespan Financial Planning and work for Yield Financial Planning. After a long tenure at my previous employment I took the leap in 2024 to move to Yield to further my professional development and keep doing what I love about the job - providing great value advice to clients to enable them to build wealth and enjoy their retirement.

I have over 15 years experience in the industry. I have been an Authorised Representative since 2018 and amongst providing holistic financial advice I have a specialty in Aged Care.

I am a qualified Aged Care Specialist Adviser. I completed a Diploma of Financial Planning (DipFP) in 2015, received my Aged Care Specialist designation in 2018 and my Graduate Diploma of Financial Planning in 2022.

I absolutely love my role as an adviser and am so passionate about what I do in particular supporting clients or their families moving into Aged Care. My approach is to keep it simple when it comes to explaining to clients about Aged Care advice, the fees, how things will work in practice so that they feel supported and like they have a handle of what the future will look like.