I became a partner of A&B Financial Planning in July 2020. Starting this part of my career in the financial services industry in retail banking in 2009; I then joined the A&B Financial Planning team in 2012. I became an Authorised Representative of Matrix Planning Solutions in December 2018 and has attained a Graduate Certificate in Financial Planning. Nearly finished my second Degree to complete the Adviser Education standards. I also passed my FASEA National Adviser Exam in 2019.
I am passionate about helping people to achieve their financial goals and improving financial literacy of children.
I grew up in rural NSW and together with my family live on our family farm at Trungley Hall. I have worked hard to balance life on the farm, teenage children and working full-time to achieve my own goals.
Alternative fee arrangements are available. We offer both on-going or one-off.
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 6
- Graduate Diploma of Financial Planning
A & B Financial Planning246 Hoskins Street
Temora, NSW 2666
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Matrix Planning Solutions Ltd