I firmly believe that financial advice should be client centric, a joint partnership between client and adviser. I am committed to education and educating clients, helping them
find clarity and insight into what goals and dreams they wish to achieve, which then leads to making smart financial decisions. I enjoy working with clients from all walks of life
but in particular women in transition. Financial advice is not just about the money, it’s about simplifying the complex and adhering to a financial plan. I find this creates peace of mind
for our clients, enabling them to enjoy their journey of life.
At a glance
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Adviser status
Gold
- First year providing advice 2018
- Years of experience 6
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Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
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Language spoken
- English
Spencer Private Wealth
Level 26, 44 Market StreetSydney, NSW 2000
![Spencer Private Wealth logo](https://resources.adviserratings.com.au/practices/spencer-private-wealth-18007391.jpg)
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
FYG Planners Pty Ltd
AFSL 224543
![FYG Planners Pty Ltd logo](https://resources.adviserratings.com.au/licensees/fyg-planners-pty-ltd-224543.png)