My passion is client satisfaction, building relationships and being solutions orientated.
I am client focused with a dedicated approach to building intimacy and tailoring solutions to client needs. I am experienced, enthusiastic, self driven and relationship focused. Professionalism, integrity, excellence, intuition, accountability and responsibility are key traits of my personality, these combined with my many years of working in Financial Services and understanding relationships, makes me a trusted and valuable Personal Financial Advisor.
I believe our clients can be best served if the whole person and their lifelong goals are considered, from the original wealth creation through to passing on the family’s fortune and legacy. By exploring our client’s current situation and assisting them in discovering what is important to them, we will help to articulate their short, medium and long-term goals that become the foundation of our advice.
My commitment to provide personal advice is shown through continued education including my Advanced Diploma in Financial Planning and her experience in large and small Financial Planning practices. My professional memberships include:
- Registered Tax (financial) Adviser with Tax Practitioners Board
- Practitioner Member of the FAAA
- Member of Business Women in finance – connecting professional women in Business.
I am also involved in the community sporting environment and have coached and managed young athletes to help attain their best and enjoy being part of and belonging to their local sporting arena.
- Adviser status Gold
- First year providing advice 2014
- Years of experience 10
- Bachelor of Social Science (Economics) (Honours)
Grace Life Insurance and Wealth ManagementSuite 2, 124 Winton Rd
Joondalup, WA 6027