Executive Advisor
Wimmerra Mallee

I am an Executive Advisor with over ten years of experience in providing comprehensive financial advice for wealth accumulation, risk advice and retirement planning, which includes strategies related to superannuation, investment, insurance/risk, retirement income, retirement planning, taxation planning and Centrelink to clients.

I have strong working knowledge and understanding of the financial services industry and regulatory environment. I work collaboratively with clients to understand their personal, financial and lifestyle requirements, risk appetite and prepare financial advice strategies tailored to their specific financial needs with their best interest in mind.

I am passionate about financial planning and helping clients achieve their financial goals.

Qualifications and Memberships

  • Bachelor of Information Technology

  • Advanced Diploma of Financial Planning

  • Diploma of Financial Services

  • Member of the Financial Advice Association Australia


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