I commenced working in the Financial Planning industry in 2008, after spending a number of years working within investment banking and retail banking services. I have a great passion for the Financial Planning industry and I have dedicated myself to becoming a highly qualified professional adviser for the benefit of my clients. High-performance professionalism with the utmost level of personal and commercial integrity is important to me.
As one of the founding Directors of Sterling Grange Financial Planning, I work with you to understand and discover your unique financial and lifestyle objectives to then develop transparent and well-articulated strategies that match your preferences and meet your objectives.
My professional journey has seen me placed on our AFSL advisory council committee with responsibilities which match my passion and commitment to the growth and integrity of the Financial Planning profession.
I hold a Bachelor of Business (Business Information Systems) from RMIT, an Advanced Diploma in Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association Australia.
I have also completed specialist courses in Self-Managed Superannuation Funds with Kaplan Professional and I am an Accredited Age Care Professionalâ„¢ with Age Care Steps.
Expertise
My fees
Fee arrangements are discussed based on the levels of service you require.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 11
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Sterling Grange Financial Planning
146 Macleod StBairnsdale, VIC 3875
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Spark Advisors Australia
AFSL 380552