Helping you achieve your financial goals and aspirations is my passion. As a professional client adviser, I am committed to providing the highest levels of customer service and holistic financial advice. My clients appreciate my empathetic nature coupled with my “straight down the line” personality and honesty.
Education and Credentials
I hold a Bachelor of Business in Financial Planning and a Master of Finance from Griffith University. My education, coupled with my 16 years in financial services and 12 years as a financial advisor, has equipped me with the knowledge and expertise to guide clients through their financial journeys. I am also a proud member of the Financial Advice Association Australia (FAAA), meeting all FASEA requirements and aligning with the highest standards in the industry.
Professional Philosophy
I believe that education and integrity are the cornerstones of a trusted financial adviser. With government-mandated requirements now in place, our industry is on the path to becoming a respected profession, and I am proud to be part of this transformation.
About Bridges Financial Services
At Bridges Financial Services, we provide holistic “Fee for Service” advice, helping families achieve their goals and offering peace of mind. Our vision is to be the trusted adviser and first point of contact for all your financial and personal planning needs. Our strength lies in delivering exceptional service and quality advice throughout all stages of our clients' lives. We promise to put you, our client, first.
Our Approach
Taking control of your finances is critical, and starting early with a trusted adviser is key. The team at Bridges is dedicated to building long-term relationships, providing exceptional service, quality advice, and making a meaningful positive impact on our clients' lives. We pride ourselves on our ongoing customer service and commitment to putting our clients first.
Ready to take control of your financial future? Reach out to me today and let's start building a roadmap to your financial success together.
Expertise
My fees
At Bridges Financial Services, our fees are straightforward and transparent. Advice and Professional Service Fees are fixed fees paid directly by you or your superannuation on a fee-for-service basis. We will confirm the cost of our advice before commencing any work.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 35
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Master of Finance
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Language spoken
- English
Bridges Financial Services Pty Ltd
Suite 409, 55 Plaza ParadeMaroochydore, QLD 4558
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837