As a financial planner, I prioritise helping my clients plan for their future and enjoy the lifestyle they dream about. My approach to managing your finances will be personalised, compassionate and enjoyable. This allows me to build long-lasting relationships with my clients which ensures that they are confident and financially secure throughout the various stages of their lives. Whether you would like advice in wealth creation, superannuation, retirement planning, or aged care, I am here to help you. It’s never too early to seek life-changing advice!
If you were interested in discussing your position with me, please don't hesitate to contact Smart Financial on 4295 3331, or email reception@smartfinancial.com.au.
Expertise
At a glance
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Hlb Wealth Management
65 Kembla StreetWollongong, NSW 2500
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Hlb Wealth Management
AFSL 418747