Financial Planner
MFinPlan, CFP
I consider myself lucky to have fallen into this profession, as it so closely aligns to the person that I am. In my personal circles, I am very much the confidant, support and sounding board that helps get through lifes’ challenges.
This is why I’m passionate about Financial Planning and how it can change the lives of ordinary Australians. I get a great sense of satisfaction by first helping my clients understand their needs, goals and objectives and then formulating a strategy, in line with their values.
I have completed my Master of Financial Planning and the Certified Financial Planner (CFP®) designation, which is considered the highest industry standard. I strive to continue to grow my knowledge and experience to be able to provide the highest quality of advice, in the best interest of my clients’, by working with them and adapting along the journey. I put my clients first in everything I do, by listening to them and their concerns and ensuring I understand them.
I am motivated by the peace of mind I am able to give my clients and the joy they feel of knowing their goals are attainable.