FAAA ACCREDITED AGED CARE SPECIALIST
I have over 14 years experience in the Financial Planning industry, with extensive experience & accreditation as an Aged Care Specialist & experience & qualifications in Mortgage Broking, General Financial Planning, SMSF, Personal Insurances and Wealth building.
I have built a particular expertise in Aged Care Financial Planning, Seniors Finance & Retirement Living and now specialise as an adviser, educator & presenter in this complex area as the Head of Personal Advice for Aged Care Steps.
I love working with clients and their families in this key advice area and provide a genuine focus on strategies to meet their personal & emotional needs, as well as their financial goals.
I find great satisfaction in being able to guide families in guiding them through the process & relieving the stress involved with navigating the aged care journey.
Expertise
My fees
Aged Care Steps & our client advice subsidiary Aged Care Personal Advice is a Fee For Service Practice, you will be advised of all fees prior to proceeding with our services.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 2
- First year providing advice 2013
- Years of experience 12
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Aged Care Steps Pty Ltd
level 8, 65 York StSydney, NSW 2000 400 Bronte Rd
Bronte, NSW 2024
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Aged Care Steps Pty Ltd
AFSL 486723