My expertise in wealth management and retirement planning is dedicated to crafting personalised financial strategies for my clients. I excel in navigating the complexities of aged care, providing tailored advice to ensure each individual's financial well-being. My Aged Care Accreditation bolsters this commitment, allowing me to address the specific financial challenges faced by older adults.
I prioritise client-centric service, fostering relationships that empower clients to realise their financial aspirations and secure their futures. My dedication to this field is rooted in the fulfilment derived from guiding others through their financial journeys. It's the blend of technical knowledge, empathy, and strategic thinking that drives my success and cements my reputation as a trusted advisor in financial planning.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 4
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Partners in Wealth
Suite 1, 36-40 Victoria StEast Gosford, NSW 2250

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Principle Financial Group Pty Ltd
AFSL 516203
