Financial Advice Association Australia (FAAA)
As a dedicated Senior Financial Advisor, with over 25 years’ experience, my approach is centred around building relationships based on trust, which I achieve by actively listening and helping clients. This allows me to gain a deep understanding of their needs, expectations, goals, and financial aspirations. I enjoy getting to know people, understand their lives and what makes them happy, and work closely with clients to ensure they have confidence in their decision making and help people establish their lifestyle goals and put in place a course of action to make it possible.
With a Bachelor of Business degree, Certified Financial Planner certification, Diploma of Financial Planning, and accreditation in Self-Managed Super Funds (SMSFs), and Aged Care, I bring a wealth of qualifications to the table. My expertise lies in various areas, including retirement planning, superannuation, Self-Managed Superannuation Funds (SMSFs), wealth protection, social security, life and disability insurance advice, budgeting, and asset allocation.
As a proud member of the Financial Planning Association of Australia (FPA), I stay connected with industry developments and best practices. By entrusting me as your Senior Financial Advisor, you can expect personalized guidance and care tailored to your unique circumstances and I believe in delivering services with the highest standards of integrity, honesty, and care.
I am committed to helping you achieve your financial goals and aspirations. Together, we will navigate the complexities of retirement planning, superannuation wealth protection, and asset allocation, ensuring a secure financial future. Ultimately, my goal is to each client make their financial and lifestyle goals and aspirations become a reality through careful, disciplined financial planning.