I joined the Caloundra RI team in 2014 after relocating from Ireland with my partner, Adam. With experience in financial planning administration in both Ireland and Australia, I brought a strong foundation in client service and operational support to my role.
In 2018, I was honoured to receive the RI Support Staff Person of the Year award—a national recognition for excellence in support services and a career milestone I’m incredibly proud of.
Since starting as Office Administrator, I’ve progressively advanced through the business. I moved into a Client Service role later in 2014, stepped into the Adviser Associate position in 2020, and have since developed into a Provisional Adviser.
Today, I support clients by helping deliver high‑quality advice and ensuring they feel informed, supported, and confident in their financial decisions.
I provide advice and support in the following areas:
- Superannuation
- Retirement Planning
- Self‑Managed Super Funds
- Investment Portfolios
- Personal Insurance
- Centrelink & DVA
- Estate Planning
- Ongoing Financial Advice
- Implementation
- Ongoing Management Support
Qualifications
- Bachelor of Arts (Honours)
- Diploma in Financial Planning
- Graduate Diploma in Financial Planning
Interests
Outside of work, I enjoy the coastal lifestyle with my husband, our son Callum, and our much‑loved fur child, Vinnie. You’ll often find us exploring beachfront walking paths, keeping active, and spending time at the beach.