I’m a Partner at Gordon & Gray Personal Wealth Advisers and have been working in the financial planning industry since 2012.
I specialise in helping clients aged 50 and over plan confidently for retirement and enjoy a worry‑free life once retired. I work with both pre‑retirees and retirees, creating clear, practical strategies that help my clients stay accountable, feel in control, and remove stress around money.
I began my career in paraplanning, which gave me strong technical expertise across superannuation, retirement planning, investments and Centrelink advice. This background allows me to provide advice that is not only technically sound, but also easy to understand and implement.
What I enjoy most is working with clients as they begin planning for retirement and continuing alongside them into retirement. I often see people come to me feeling uncertain or anxious about their future, and over time transform into relaxed, confident and happy retirees who feel secure knowing they have a clear plan in place.
I’m driven by making a genuine difference in my clients’ lives and helping them achieve peace of mind about their financial future.
Outside of work, I enjoy spending time with my family, Pilates, camping and being outdoors.
Academic Qualifications
Master of Financial Planning (M.Fin Pl) – Kaplan Education
Bachelor of Commerce (Financial Planning and Accounting) (B.Com FP & Accy) – University of Wollongong, Australia
Professional Memberships
Member of the Financial Planning Association (FPA)
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe are happy to discuss fees during and after the initial consultation as not every client is the same.
At a glance
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Adviser status
Gold
- First year providing advice 2016
- Years of experience 10
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Gordon and Gray Personal Wealth Advisers
Level 8, 77-79 Hunter StreetNewcastle, NSW 2300
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gordon and Gray Personal Wealth Advisers
AFSL 513895