I'm passionate about helping clients take the first steps toward financial success. I enjoy getting to know people, understanding what drives them, how they view money and the lifestyle and financial goals they want to achieve in life.
I work closely with each client to create a financial plan tailored to their individual circumstances and aspirations. I provide guidance and strategies designed to help them make confident decisions about their money, ensuring it supports their life and priorities.
I help clients at every stage of life - whether it’s buying their first home, starting a family or planning for retirement. I’m here to guide you through your changing circumstances and evolving needs.
I aim to be a financial planner who listens, understands your motivations and partners with you to bring your financial goals to life, creating a plan that gives you confidence, clarity and peace of mind for your future.
Expertise
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 20
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Bachelor of Commerce (Finance and Financial Planning)
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Language spoken
- English
FuturePoint Wealth
Level 1, 812-814 Old Princes HwySutherland, NSW 2232 Suite 4b, Level 3, 166-170 Keira St
Wollongong, NSW 2500
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221