Hello! I have been working in the finance industry for the majority of my career, initially in accounting and moving into financial advice in 2012. I have worked in the industry from the ground up and combined with my life experience including marriage, child rearing and divorce, I believe I am in a strong position to assist my clients. I enjoy setting goals with my clients and assisting them to progress through to a successful retirement. I value the trust and relationships I am able to build along the way, and being able to help in the good and bads times as they arise. Please get in contact if you would like to work with me.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Certified Practicing Accountant (CPA)
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Language spoken
- English
Diamond Partners
Suite 11, 9 Nicklin WayMinyama, QLD 4575
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Dpwm Financial Advice Pty Ltd
AFSL 544155