Financial Planner
Grad Dip FP
“Give more than you take” is my life mantra and something very important to me.
My role as a financial planner at Forest Wealth provides me with the perfect platform to implement this mantra into my work life as well as my personal life.
Over the past 17 years I have helped many people in various life stages, from saving for their first home, protecting their assets, wealth creation through investment and superannuation or helping retirees set themselves up for a comfortable retirement. There is nothing more satisfying for me than to see my clients meet their goals and continue to support them on their financial journey.
I take great pride in my friendly and personalised service, taking the time to understand each of my client’s needs and objectives, providing them with a one stop shop for all their financial needs.
Legislation, markets, economics, strategies, and products continually change, at Forest Wealth we have an ongoing professional development program which keeps us up to date. I hold a Graduate Diploma in Financial planning and meet all FASEA requirements.
I live on the beautiful Central Coast with my family, enjoying an active outdoor lifestyle. Weekends you can find us out on the mountain bike trails, hitting the slopes at Perisher or enjoying the local soccer scene.
I work flexible hours so happy to chat when you are ready.