With 25 years in the financial planning industry, I’ve had the privilege of helping many people get financially organised and improve their lives. I enjoy meeting clients, understanding their unique needs, and tailoring solutions that truly work for them. I hold a Commerce Degree and an Advanced Diploma in Financial Planning, and over the years, I’ve learned that the key to great advice is listening, there’s no one-size-fits-all approach.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Silver
- First year providing advice 2001
- Years of experience 24
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Highest qualification
- Bachelor of Commerce (Economics and Finance)
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Language spoken
- English
Core Wealth Financial Planning
Suite F1, 45 Northside DrHillarys, WA 6025
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Core Wealth Financial Planning
AFSL 535023