With over 20 years experience in Financial Services having worked in global financial service providers, boutique advice firms and institutional banks, I have provided strategic, tailored and holistic advice to both corporate and individual clients.
Having attained a Master of Financial Planning, I am also a Certified Financial Planner, SMSF Specialist Adviser and an accredited aged care professional. I am a member of both the Financial Planning Association and SMSF Association.
I get satisfaction making a difference to clients lives through a partnership which includes education, guidance and understanding lifestyle and financial goals, then finding an appropriate solution.
Whether you are starting out, a young family or looking to plan your retirement, we look forward to walking that path with you.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
- 
							Adviser status
							
								Platinum
							
							
 - Rating
 - Number of reviews 3
 - First year providing advice 2007
 - Years of experience 18
 - 
						
							Highest qualification
							
- Master of Financial Planning
 
 - 
							
								Language spoken
							
							
- English
 
 
Dma Financial Strategists
51 Beulah RdNorwood, SA 5067
								Opening hours
- 9:00am – 5:00pm Monday – Friday
 
Licensed by
Orbe Solutions
AFSL 507622