I joined the Caloundra RI team in 2014 and have since built my career within the business, developing a strong understanding of financial advice and the importance of guiding clients through life’s key financial decisions.
Today, I work as a Financial Adviser, supporting clients with clear, personalised advice to help them feel confident about their financial future. I have a particular focus on retirement planning, helping clients navigate the transition into retirement and structure their finances to support the lifestyle they want. I am also an Accredited Aged Care Professional, allowing me to provide informed guidance around aged care considerations and help clients make confident decisions during what can often be a complex time.
Having progressed through a range of roles within the business, I bring a well-rounded perspective and a deep appreciation for the value of thoughtful, practical advice. I’m passionate about ensuring clients feel informed, supported, and confident in their decisions at every stage.
I provide advice and support in the following areas:
- Superannuation
- Retirement Planning
- Aged Care
- 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.
