I am an experienced adviser with two decades of experience in he finance industry. I embarked on my financial planning journey in England where my 'gap year' turned into 11 years. Initially assisting individuals, I later transitioned to advising businesses and large corporations before relocating to Australia with my family in 2010. I pride myself on having an in depth understanding of a vast array of financial products and strategies to ensure the most appropriate solution for my clients. I have a strong belief that financial advice should be tailored for each individual person for their own individual circumstances. There is no ‘one size fits all’ approach.
I am often consulted by peers for technical advice and solutions as I enjoy masterminding robust wealth plans, particularly in intricate areas.
My weekends are filled with cherished moments alongside my family. I take on the role of a devoted tennis mum, passionately supporting my daughter’s burgeoning tennis career. My unwavering dedication to providing meaningful financial advice mirrors my enthusiasm for making a tangible difference in my clients’ lives.
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Freedom Finance Australia QLD Wealth
Habitat HQ Building, 15 Millennium CctHelensvale, QLD 4212
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealth Trail Pty Ltd
AFSL 521516