I commenced working in the financial planning industry in the year 2000, I joined RetireInvest MtGravatt in 2023.
I have previously worked at-
- Mercer Financial Advice for over 9 years
- Centric Wealth for 9 years
- State Super Australia for 3 years
I began my career in Canberra where I grew up, and have been based in Brisbane since 2012.
While I have had different roles within a financial advice team, I have been an adviser since 2012 . I enjoy working with clients in both the lead up to retirement and throughout their retirement. I see my role as both an educator and a coach and enjoy the interpersonal connections I get to make with people as well as the strategic and planning side of that my role has. I believe that RetireInvest has a lot to offer anyone who wishes to ensure their retirement plan is on track.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
RetireInvest South East QLD
1470 Logan RdMount Gravatt East, QLD 4122
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429