Growing up with parents who had a keen interest in the investment markets - with my mother working in stock broking for 15 years - financial planning has always been an area of interest for me. When the oppourtunity arose for me to undertake study and become a Financial Adviser, I jumped at the chance!
I enjoy sitting with my clients and uncovering what is important in their life both now and into the future, working with them to develop a plan to achieve their financial and lifestyle goals.
I endeavour to build lifelong relationships with my clients, continuing to work with them to ensure they stay on track as their circumstances change over time. I have worked with clients from all walks of life, from those just starting out on their financial journey with the purchase of their first home, all the way through to investing and into pre and post retirement planning.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 4
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Focused Advisers
Suite24a, The Pegasus Centre, 42 Bundall RdBundall, QLD 4217
![Focused Advisers logo](https://resources.adviserratings.com.au/practices/focused-advisers-19204508.jpg)
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
![Alliance Wealth Pty Ltd logo](https://resources.adviserratings.com.au/licensees/alliance-wealth-pty-ltd-449221.jpg)