With over 20 years of experience in the Banking and Finance industry, I’ve been specialising in Financial Planning since 2004. My background, combined with a Master’s degree in Financial Planning, allows me to offer expert advice and develop personalised strategies that align with each client’s individual goals and circumstances. I have a particular focus on helping clients who are approaching retirement or already retired, supporting them through important financial decisions with clarity and confidence.
My approach to financial planning is strongly client-centred. I’m a firm believer in the value of education and strive to ensure my clients fully understand their financial options. By simplifying complex financial concepts and creating tailored solutions, I aim to empower clients to make well-informed decisions that give them peace of mind.
Outside of work, I enjoy spending quality time with family and friends. I’m passionate about literature and love attending author events whenever I can. I believe that a fulfilling life is one that balances professional purpose with meaningful personal moments, and I make it a priority to nurture both.
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 3
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Approved Financial Planners
Suite 7, 437 Cambridge StFloreat, WA 6014

Meeting methods
- In person
- Phone
- Video call
Licensed by
Approved Financial Planners
AFSL 536864
