I have over 16 years’ experience in the Finance Industry, with the last 11 years spent as a Financial Adviser specialising in Retirement Planning and Aged Care. After many years assisting families with Aged Care Advice, I have decided to follow my passion and start my own business specialising in this area exclusively.
CarePlan Advisory Services was established with the goal to provide guidance, support and advice to those who are making importance life and financial decisions, often at short notice.
We aim to make what can often be complex financial issues and strategies easy to understand, so our clients are better placed to make important financial decisions when thinking about Aged Care and Centrelink.
My Qualifications include:
Justice of the Peace
Graduate Certificate of Commerce (Financial Planning)
Masters of Commerce (Financial Planning)
Diploma of Financial Services
Aged Care Steps Accreditation
FPA Aged Care Specialist
Member of Financial Planning Association
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 8
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
CarePlan Advisory Services
Dashworks, 63 Ridley StCharlestown, NSW 2290
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135