I have worked in the Financial Services industry since 2000. I began my career in Canberra, where I grew up, before relocating to Brisbane in 2011.
Over the years, my experience in Financial Advice has steadily grown—starting in administrative roles, then moving into client service and adviser support. As I progressed, I undertook further study and became an authorised representative, allowing me to provide advice to clients first as an Associate Adviser. I have been a fully qualified Adviser since 2012.
With more than 20 years in the Financial Advice sector, I bring extensive experience to clients preparing for retirement as well as those already enjoying retirement. I genuinely enjoy helping people set meaningful lifestyle and financial goals—and supporting them in achieving those goals.
I also take pride in simplifying the complexities of superannuation and legislation, communicating these concepts in clear, relevant terms.
I provide advice in the following areas:
- Superannuation
- Retirement Planning
- Investment Portfolios
- Personal Insurance
- Centrelink
- Estate Planning
- Cash-flow and Budgeting
Qualifications
- Advanced Diploma in Financial Planning
- CFP® designation
- Bachelor of Business (Finance major)
- Margin Lending accreditation
Interests
Outside of work, my husband and I enjoy hiking and spending time with our two daughters, as well as travelling when we can. In my own spare time, I enjoy Pilates, reading, sewing, and cooking.