EXPERIENCE
Over 15 years experience within the financial services industry, which has ranged from personal lending within a large member owned bank to more recently providing specialised financial advice within a boutique financial planning firm.
KEY QUALIFICATIONS
Bachelor of business, Diploma Financial services, Advanced Diploma Financial Services, Member of the Financial Planning Association of Australia, Justice of the Peace.
SPECIALISES IN
Providing clients holistic advice specifically focussing on building wealth for retirement, Centrelink, estate planning and superannuation.
GETS A BUZZ FROM
Working with clients from the start of their financial journey throughout the retirement phase. Developing relationships that enable her to identify personal goals whilst taking into account the financial requirements to achieve these goals.
AT WEEKENDS YOU MAY FIND HER
Spending time with her husband and two small children going for nature walks or camping.