Born in Caracas, Venezuela, and moved to Australia during my high school years. My passion for financial planning drives me to help individuals achieve their financial goals through tailored advice and strategic planning.
As a financial adviser, I bring a wealth of experience in tax planning, investment management, and retirement planning. My time at PwC Tax allowed me to navigate complex financial regulations and develop tailored strategies for clients, further honing my expertise in tax and financial planning. Fluent in Spanish, English, and finance, and with intermediate-level French, I am one of the very few registered advisers who can offer comprehensive services to Spanish-speaking clients, ensuring they receive clear and effective financial guidance.
What sets me apart is my commitment to ethics and my dedication to building long-term relationships with my clients. I believe in a transparent, client-centric approach, always putting your best interests first. My international perspective and hands-on experience equip me to navigate the complexities of financial planning, providing you with the confidence and clarity needed to make informed decisions.
At Marin Wealth, we pride ourselves on our client-focused philosophy and our dedication to providing personalised financial solutions. Our team is committed to helping you achieve your financial goals with integrity, expertise, and a deep understanding of the financial landscape. I am excited to bring my skills and expertise to Marin Wealth, contributing to our mission of guiding clients through the complexities of financial planning.
I have a particular passion for helping migrants and expats, providing them with the financial education needed to thrive in the Australian system. I understand the unique challenges faced by those new to the country and am dedicated to ensuring they receive the support and guidance necessary to build a secure financial future.
Whether you're looking to grow your savings, manage your investments, plan for retirement, or optimise your tax situation, I am here to provide expert advice and support every step of the way. Let's work together to achieve your financial aspirations and secure a prosperous future.
Juntos Somos Más — Together, We're More.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 10
- Years of experience 2
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Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
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Languages spoken
- English
- French
- Spanish
Marin Wealth
Level 6, 123 Eagle StBrisbane City, QLD 4000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Marin Wealth
AFSL 546799