My philosophy is centred on the joy of nurturing client relationships, instilling confidence in their financial outlook, and leading them towards a secure and fulfilling lifestyle, including a comfortable retirement.
I believe in being there for clients through both challenging and prosperous times, providing unwavering support during difficult situations like divorce, managing deceased estates, or adapting to changes in employment.
In my approach, every client's financial journey holds equal importance, and I uphold a commitment to non-judgment, recognising that everyone starts their financial path from a unique point.
Outside the Office
Lover of Greyhounds: Noodle-nosed dogs are my passion. I have 2 of my own and regularly doggie-sit others.
Other activities include weekly trivia events and monthly book club.
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 2014
- Years of experience 11
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Coleman Wealth
Suite 1, 234 West StUmina Beach, NSW 2257
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544