I am a financial planner with nearly 21 years’ experience helping individuals, families, and business owners make confident, informed decisions about their future.
I founded Aligned Wealth to provide advice that’s clear, practical, and shaped by each client’s values and goals.
My process keeps clients engaged, informed, and able to visually track their progress. I hold a Graduate Certificate in Financial Planning and am passionate about making financial advice simple, empowering, and genuinely helpful, so clients can focus on what matters most and build a secure, fulfilling future with clarity and confidence.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Bronze
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Graduate Certificate in Financial Planning
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Language spoken
- English
Aligned Wealth
54A Phillip StMount Pleasant, QLD 4740

Meeting methods
- In person
- Phone
- Video call
Licensed by
Discovery Wealth Pty Ltd
AFSL 543808