Welcome to Find Wealth which is part of the Find Group of companies. I operate out of the Warranwood office and Erryn operates out of the Mitcham office.
I am a qualified accountant with a lot of financial planning qualifications - seven in fact including my post grad in financial planning.
I also run a Not-For-Profit (NFP) called the Find Foundation Limited which aims to support as many NFPs, schools, sporting clubs, in our local community.
I am very passionate about providing advice that is appropriate to everyone I meet, as well as protecting my client's best interests.
I specialise in the following areas:
1. Pre-Retirees and Retirement Planning - one of the most affordable offerings you will find.
2. Superannuation - we use industry funds and our fees are very low.
3. Personal Insurances
4. Tax Returns
I have been a finalist in many awards over the last 5 years across three industries: finance, financial planning and accounting. I was Holistic Advisor of the Year for 2020 and 2022 in Australia. I have also been voted in Australia by the community and other professionals as one of Australia's top 50 most influential financial advisors for 2021 and 2022.
In 2023 I have been asked to be a panelist at the IPA Conference and at the Advisor Summit in Sydney and Melbourne. This year I hope to finish my financial planning book and develop a financial planning course for women and those entering into the workforce for the first time.
Feel free to call me for a free, no-obligation, discussion about your current circumstances and needs.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchI aim to make our advice as affordable as possible. We never want fees to become a barrier to receiving good advice. Please feel free to discuss with us options to make it affordable for you to receive advice.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 13
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Find Wealth Pty Ltd
248 Wonga RdWarranwood, VIC 3134
Opening hours
- 9:00am – 1:00pm Saturday
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221