With over 20 years experience in Financial Services having worked in global financial service providers, boutique advice firms and institutional banks, I have provided strategic, tailored and holistic advice to both corporate and individual clients.
Having attained a Master of Financial Planning, I am also a Certified Financial Planner, SMSF Specialist Adviser and an accredited aged care professional. I am a member of both the Financial Planning Association and SMSF Association.
I get satisfaction making a difference to clients lives through a partnership which includes education, guidance and understanding lifestyle and financial goals, then finding an appropriate solution.
Whether you are starting out, a young family or looking to plan your retirement, we look forward to walking that path with you.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 2
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Dma Financial Strategists
51 Beulah RdNorwood, SA 5067
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Orbe Solutions
AFSL 507622