Adrienne’s philosophy is to simplify financial decision-making and deliver exceptional service while building and nurturing relationships based on trust.
As a seasoned professional, Adrienne helps you make crucial financial decisions. She takes the time to understand your personal and financial circumstances and works closely with you to set your financial goals. Your financial plan is meticulously tailored to meet your needs and help you achieve those goals.
With extensive experience spanning over 30 years in the financial services industry, Adrienne has assisted clients at various life stages. She is particularly passionate about helping clients navigate the complexities of aged care, focusing on Retirement Planning and Aged Care Advice. In 2019, after Bendigo Bank discontinued its financial advisory services, Adrienne took the opportunity to establish her own business, iCare Financial Advisory.
Adrienne holds a range of tertiary and industry qualifications, including accreditation in Aged Care Planning advice. Her expertise and dedication to excellence have been recognised through numerous industry nominations, including:
- Winner of the 2021 Great Advice Award (Victoria)
- Finalist in the 2013 & 2014 Female Excellence in Advice Awards
- Money Management and Super Review Women in Financial Services Awards
Adrienne is a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and a Director of iCare Financial Advisory Pty Ltd, a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Bachelor of Business (Banking and Finance)
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Language spoken
- English
iCare Financial Advisory Pty Ltd
14 Joiner StWilliamstown, VIC 3016
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Lifespan Financial Planning
AFSL 229892