I always put 100% of my energy into everything I do, and have always loved a challenge of any kind. After school, I landed my first full time job in a small financial planning office in Brisbane's CBD. This first job, together with my thirst for knowledge, and my passion for being the best I could be, was the start of my professional financial planning career, and the first step toward my tertiary studies, and my qualification as a Certified Financial Planner in 2000.
As an experienced financial planner and company director, I have enjoyed working with the University of the Sunshine Coast as a sessional co-ordinator, teaching accounting and financial planning students, and relishing the opportunity to share my knowledge.
I have previously served as a Director of the Board of Management and a volunteer Surf Lifesaver, at Alexandra Headland Surf Lifesaving Club.
In an industry of ongoing and immense change, bringing forth many challenges, I am proud to remain one of the Sunshine Coast's most respected financial planners; and look forward to continuing to help Sunshine Coast families enjoy financial security.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchI offer an initial complimentary meeting up to 45 minutes.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 23
- First year providing advice 1998
- Years of experience 26
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Highest qualifications
- Graduate Certificate in Business Administration
- Graduate Diploma of Financial Planning
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Language spoken
- English
Coastal Financial Advisers
Suite 16, 72 Wises RdBuderim, QLD 4556
Opening hours
- 9:00am – 5:00pm Tuesday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Putting Planning Into Practice Pty Ltd
AFSL 529426