I have worked in the financial services industry since 1998, including ten years working for Australia’s largest mutual bank in a regional management role.
I qualified to pratice as a Financial Adviser in 2013 after several years of balancing study and a full time Banking Management role.
I enjoy working with clients who are committed to long-term retirement planning and the steps required to take control of their futures.
My greatest satisfaction comes from helping people understand finances and becoming financially confident.
I feel I explain the world of Finance and Superannuation in simple terms that clients understand and cut out all the jargon that the industry uses.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 37
- First year providing advice 2014
- Years of experience 11
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Blue Harbour Financial Partners
Level 1, Raby Bay Harbour, 152 Shore St WCleveland, QLD 4163
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Licensed by
Fortnum Advice Pty Ltd
AFSL 519190
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