I work with my clients to discover what they really want to achieve: their career aspirations, their family life, their passions and pursuits. We can then identify what is truly important and make the key financial decisions to achieve these life goals. I am privileged to walk through life with my clients and experience the joy of life's ambitions being achieved.
I have worked in the financial services industry for over 15 years and have found my niche in building lasting relationships with clients and colleagues in the financial planning landscape.
I started Whitelight Financial Services as a financial planning business that cares. A business that takes a genuine interest and listens to your story. That provides reliable and valuable advice to its clients through all seasons of life and forges lasting relationships.
Expertise
My fees
At a glance
-
Adviser status
Silver
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Whitelight Financial Services
Suite 1, 4 Ponderosa ParadeWarriewood, NSW 2102
![Whitelight Financial Services logo](https://resources.adviserratings.com.au/practices/whitelight-financial-services-18013121.png)
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
![Lifespan Financial Planning logo](https://resources.adviserratings.com.au/licensees/lifespan-financial-planning-pty-ltd-229892.png)