I consider myself lucky to have fallen into this profession, as it so closely aligns to the person that I am. In my personal circles, I am very much the confidant, support and sounding board that helps get through lifes’ challenges.
This is why I’m passionate about Financial Planning and how it can change the lives of ordinary Australians. I get a great sense of satisfaction by first helping my clients understand their needs, goals and objectives and then formulating a strategy, in line with their values.
I have completed my Master of Financial Planning and the Certified Financial Planner (CFP®) designation, which is considered the highest industry standard. I strive to continue to grow my knowledge and experience to be able to provide the highest quality of advice, in the best interest of my clients’, by working with them and adapting along the journey. I put my clients first in everything I do, by listening to them and their concerns and ensuring I understand them.
I am motivated by the peace of mind I am able to give my clients and the joy they feel knowing their goals are attainable.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchMy purpose is to understand your needs, goals and objectives so I can then formulate a plan in line with your values to maximise the chances of you achieving what you set out for yourself. For this reason our first meeting is complimentary and obligation free. Once I'm comfortable I have understood these things, I'll be able to quote you a fee for the work which you will be able to decide if you would like to proceed.
At a glance
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Adviser status
Gold
- First year providing advice 2012
- Years of experience 13
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Forest Wealth Pty Ltd
Suite 1A, 17-19 Hunter StreetHornsby, NSW 2077 Level 8, 25 Restwell St
Bankstown, NSW 2200

Meeting methods
- In person
- Phone
- Video call
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252
