A highly trustworthy, reliable, committed, resourceful, approachable individual, with over 17 years of experience in the financial advice sector, specialising in Aged Care, always available and willing to help people in need. Advice is tailored to their individual need while taking on client centered approach, to meet their goals while maintaining ongoing relationships with them. Building strong relationships with clients is the key focus as it is the enabler to holistically understand their needs and put in place a road map to achieve their financial goals.
Master of Applied Finance,
Master of Horticulture,
Advanced diploma in Financial Planning,
Diploma in Financial Services,
ACS Accredited Age care specialist
FAAA, Golden Key Member