I am a Financial Adviser with a growing depth of experience in the financial services industry and a strong commitment to helping clients make informed, confident decisions about their money. With a solid academic foundation and hands-on advisory experience, I support individuals and families through all stages of their financial journey.
I believe that effective financial planning starts with genuinely understanding each client’s unique circumstances, values, and goals. I take a personalised, strategic approach to advice, developing tailored solutions that are practical, clear, and aligned with what matters most to my clients. Whether my clients are focused on building long-term wealth, preparing for retirement, protecting their income, or creating greater financial security for their family, I provide trusted guidance and ongoing support to help turn their goals into achievable outcomes.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
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Adviser status
Bronze
- First year providing advice 2024
- Years of experience 2
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
K Point Wealth
35 Cairns StreetKangaroo Point, QLD 4169
Opening hours
- 8:30am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523