My financial planning career started in 2011 when I completed my Diploma in Financial Planning. In 2018 I completed my Master of Financial Planning with Kaplan Professional and my Aged Care Accreditation with Aged Care steps.
I have worked in various roles in the financial services industry which has ultimately brought me to Bridges in 2015. I am also a member of the Financial Advice Association Australia (FAAA) and a Justice of the Peace.
With Australia’s continually changing regulatory landscape, quality and personalised advice is needed to ensure clients receive timely advice that is easy to understand and relevant to your needs.
Whether you are in the accumulation stage, looking forward to retirement or already retired; we will work together to help achieve your financial goals, objectives and aspirations.
If you want to see how financial advice makes a difference, please contact my office on 02 7811 0099 to arrange an initial consultation.
Specialities:
Defined Benefit Schemes
Superannuation and retirement strategies
Centrelink entitlements
Stock broking
Tax effective investment strategies
Investment portfolio construction and management
Margin lending facilities
Personal risk management
Specialist Aged Care Adviser
Expertise
My fees
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 10
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Bridges Financial Services Pty Ltd
Level 6, 3 Parramatta Sq, 153 Macquarie StParramatta, NSW 2150
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Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837
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