Thank you for viewing my profile. I am an ASIC licensed and Fully Qualified Financial Adviser, I find great satisfaction in working with individuals and businesses to explore opportunities for wealth creation.
What I value most in my profession are the lasting relationships I build with my clients and the positive impact I can have on their lives over time.
My educational background includes a Masters of Financial Planning, along with a specialist designation as a Self-Managed Superannuation Funds (SSA™). With over 17 years of experience in Financial Advisory Services, I have gained valuable insights from working within both large institutional and smaller boutique financial planning practices.
My areas of advice are broad and include Self Managed Superannuation, Life and Disability Insurance, Income Protection, Shares, Debt and Cashflow Management, Exchange Traded Funds, Separately Managed Accounts, Education Savings Plans, Managed Funds, Investment Bonds, Superannuation, Pension Funds, Transition to Retirement strategies, and comprehensive Retirement Planning, including guidance on the Age Pension.
Beyond my professional commitments, I enjoy running and sport and am a parent to four children and enjoy spending time.
My commitment to all clients is to provide a clear and easily understandable explanation of the advisory process, the various options available, and potential solutions. I believe in dedicating the necessary time to ensure a thorough comprehension of their financial situation and the strategies we develop.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2008
- Years of experience 17
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Oak Financial Planning
Level 3, 35 Cotham RdKew, VIC 3101

Opening hours
- 8:00am – 9:00pm Monday – Sunday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Owen Partners
AFSL 516624
