I have been involved in the Financial Services Industry since 1985 and began providing financial advice to clients in March 1997.
I have completed the Diploma of Financial Planning through Deakin University as well as attained the University of NSW Aged Care Certificate which has enabled me to provide Aged Care advice to clients since 2013.
In 2021 I also completed the industry wide Financial Adviser Standards and Ethics Authority (FASEA) exam.
I am passionate in providing people with the high quality, personalised strategic financial advice to help clients build sustainable wealth to achieve their goals throughout different life stages such as, transitioning into retirement, maximising any Centrelink benefits and then being there to hold their hand and provide valuable advice for their aged care needs.
My loyal clients appreciate the value of ongoing professional advice and know I have their best interests at heart.
In 2018 I was a finalist for the Money Management Magazine Female Financial Planner of the year for the Aged Care work education and advice I provide as well as receiving the Commonwealth Bank’s highest award as the national winner of the CEO Excellence award.
Please get in touch for your free, no obligation discussion to see how I can add value to your current and future needs.
Initial discussion is free, no obligation
- Adviser status Bronze
- First year providing advice 1997
- Years of experience 27
- Diploma of Financial Planning (1-8)
Lifestyle Financial Planning Services Pty Ltd54A Wyndham St
Shepparton, VIC 3630 Level 1, 33-35 Nish Street
Echuca, VIC 3564
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd