In my work, I’m driven by the opportunity to positively impact the lives of my clients, and those of their families, by guiding them through small changes and educated choices that align with their goals.
Making sure my clients comfortably understand the advice I provide and the actions we take is of utmost importance to me.
I feel great pride in the long-term relationships this career allows me to develop with clients and their families, and love watching them succeed.
I’ve been working in the financial planning industry for over a decade. I joined NAB Financial Planning in 2011 as a Client Services Associate and became a Financial Planner two years later. My next step was to become a Financial Planner at BT Wealth before joining the Praescius team in 2019.
Financial planning and economics have always been of interest to me, and I hold a Bachelor of Commerce (Accounting, Finance and Financial Planning). Additionally, I’m a member of the Financial Planning Association of Australia and studying toward a Master of Financial Planning. I look forward to continuing to expand my knowledge and stay on top of developments in the industry.
As a Hervey Bay lifetime local, I love spending time outdoors. In my spare time, you can find me on our picturesque beaches or in our home veggie garden with my husband and two daughters.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Bachelor of Commerce (Accounting and Finance)
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Language spoken
- English
Praescius Financial Holdings Pty Ltd
Level 4, 65 Main StreetPialba, QLD 4655
Opening hours
- 9:00am – 4:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Praescius Financial Holdings Pty Ltd
AFSL 486455