I started at Progressive in 2020 as a Client Liaison while finishing my psychology degree. It didn’t take long for me to realise how much I loved financial planning. With the support of Brad and the team, I jumped into the extra study needed to become a Financial Adviser—and I’ve never looked back.
For me, financial advice is about more than numbers. It’s about helping people feel calm and confident in an area that can often feel overwhelming. I love working with clients to make the most of what they already have so they can create a life they’re proud of.
Outside of work, you’ll usually find me with my husband, Rhys, and our dog, Arlo, walking around Warners Bay with a coffee in hand and planning our next overseas adventure. I’m passionate about mentoring young adults in the local community, reading a good book on my Kindle, and spending time with family and friends.
Expertise
My fees
We offer a free 15 minute chat to help us determine whether we can work together to help you achieve your goals. After you complete a pre-appointment questionnaire, we will book in a meeting that may be up to 2 hours in length and costs $550 (inc. GST). In this meeting, we will discuss your goals, objectives and needs; what you are wanting to achieve, as well as the services we provide.
At a glance
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Adviser status
Bronze
- Years of experience 1
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Progressive Financial Planners Pty Ltd
45 King StreetWarners Bay, NSW 2282
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Akumin Pty Ltd
AFSL 232706