I am an experienced financial services professional specialising in personal finance and financial education.
I have over 12 years of experience across a wide variety of financial services businesses, from boutique dealer groups to financial planning product providers. I am committed to ongoing education and self-improvement.
I am particularly experienced in providing advice to successful Women, GenY and families. My key skills as an adviser are in my ability to relate to people openly and honestly, help them map their goals and put the financial strategies in place to help get them there.
I love sharing my knowledge to help people live the life they want to live and have been lucky enough to do this through professional speaking events with VIC Super Woman Money Program and Melbourne University's Commerce for Women Week and now through my own business Your Life & Money Matters.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Bachelor of Applied Science
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Language spoken
- English
Your Life & Money Matters
Suite 15, 981 North RdMurrumbeena, VIC 3163
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Cobalt Advisers Pty Ltd
AFSL 512550