About Me

Welcome to Find Wealth Pty Ltd trading as Find Wealth and Find Retirement which is part of the Find Group of companies. I operate out of the Warranwood office and Erryn operates out of the Mitcham office. I am a qualified accountant with a lot of financial planning qualifications - seven in fact, including my post grad in financial planning. I also run a Not-For-Profit (NFP) called the Find Foundation Limited which aims to support as many NFPs, schools, sporting clubs, in our local community. I am very passionate about providing advice that is appropriate to everyone I meet, as well as protecting my client's best interests. I specialise in the following areas: 1. Pre-Retirees and Retirement Planning. 2. Superannuation - we use industry funds and managing the investments - our fees are very low. 3. Personal Insurances 4. Tax Returns I have been a finalist in many awards over the last 5 years across three industries: finance, financial planning and accounting. I was Holistic Advisor of the Year for 2020 and 2022 in Australia. I have also been voted in Australia by the community and other professionals as one of Australia's top 50 most influential financial advisors for 2021 and 2022 and shortlisted in 2023 and 2024. In 2023 I was a panelist at the IPA Conference and at the Advisor Summit in Sydney and Melbourne. In 2024 I was a judge for the 2024 Wealth Management Awards. I hope to finish my financial planning book and develop an online portal where people can come together to talk about money. Feel free to call me for a free, no-obligation, discussion about your current circumstances and needs.