I completed my degrees in 2014 and joined ipac in 2016. I have achieved my Certified Financial Planner designation in 2019 showing my development and commitment to helping clients with their personal goals and objectives.
I enjoy discussing clients’ life stages and asking about the longer terms goals that they have to truly complete wholistic advice for the present and for the future. I am experienced in assisting clients plan for major life changes from the final accumulation years prior their retirement through to managing their retirement needs well after retirement. Most importantly I keep discussions on financial concepts simple and easy to understand so that clients can walk away knowing exactly where their financial future is going.
I believe in a sound financial plan is a cornerstone to navigating inevitable change throughout life and enjoys getting to know clients and their unique story.
Expertise
My fees
I am happy to discuss fees and negotiate fees with clients whether it is initial and once off advice or ongoing advice.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2016
- Years of experience 8
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Highest qualifications
- Bachelor of Business (Banking and Finance)
- Bachelor of Business (Accounting)
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Language spoken
- English
PSK Private Wealth
Level 12, 25 Martin PlSydney, NSW 2000
![PSK Private Wealth logo](https://resources.adviserratings.com.au/practices/psk-private-wealth-18006529.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Psk Advisory Services Pty Ltd
AFSL 234656
![Psk Advisory Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/psk-advisory-services-pty-ltd-234656.jpg)