I have been working in the financial planning industry for over 14 years. Commencing in 2004 at Geographe Financial Group, firstly in administration and then progressing through para planning to Advising. Over the years, I have established excellent client relationships, developed high levels of technical and strategic experience and gained knowledge and qualifications that have enabled me to become an Authorised Representative of Charter Financial Planning.
I enjoy creating long-term relationships with my clients, this enables me to understand you, and your financial ambitions and personal goals. My goal is to ensure you reach your goals by focusing on holistic advice and using a broad range of financial strategies that empowers you to make smart, informed decisions. Thus allowing you to build, protect and manage your assets while ensuring you remain on-track to achieve your personal and financial goals. I am here to help you achieve the best outcome for your future.
I bring innovative ideas, technical skills and strategic knowledge to our highly experienced Advisory team. I live in Busselton with my Husband and two children, who are extremely important to me, so I understand the complex nature of establishing financial security in an ever-changing world
Our fee's are based on what areas of advice we can assist you with.
- Adviser status Silver
- First year providing advice 2016
- Years of experience 8
- Graduate Diploma of Financial Planning
Strategy First Financial Planners Pty Ltd8 Victoria Street
Bunbury, WA 6230
- 9:00am – 5:00pm Monday – Friday
Strategy First Financial Planners Pty Ltd