Money matters don’t have to be boring! With 15+ years in finance, I help people take control of their future—whether it’s retirement, aged care, superannuation, investing, or insurance. My goal? To make financial planning simple, stress-free, and even a little fun!
FASEA-accredited with a Grad Dip in Financial Planning, I’m here to offer expert advice with a personal touch. Let’s connect and chat about building a financial future you feel great about!
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 50
- First year providing advice 2013
- Years of experience 12
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Highest qualifications
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Consortium Private Wealth
24A Darlot StreetHorsham, VIC 3400
![Consortium Private Wealth logo](https://resources.adviserratings.com.au/practices/consortium-private-wealth-18001939.jpeg)
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consortium Private Wealth
AFSL 495401
![Consortium Private Wealth logo](https://resources.adviserratings.com.au/licensees/consortium-private-wealth-pty-ltd-495401.jpg)