With a career in Financial Services spanning close to 3 decades I have a wealth of experience. Having commenced my early career with Westpac, as a Retail Banker, following was a move to an Investment Consultant role and Senior Financial Planning role with Lifeplan Funds Management.
It was here I developed my vision to build my own successful and enduring Financial Planning Practice; which led me to join with RI Advice as a financial adviser in 2005.
I have built a high performing team at RI Advice who pride themselves on going the extra distance for our clients. The team commenced with the establishment of the Holden Hill practice in 2009. In 2016, this team expanded to include RI Advice Mildura. I believe that it is the partnership the Team build with their clients throughout their lifetimes that makes the difference and is what contributes to RI Advice Holden Hill and Mildura’s success.
With two locations now serving clients in both metropolitan and regional communities, I have realised my vision to empower more clients with knowledge and clarity on how best to achieve their financial goals.
I hold the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA) and have a Diploma of Financial Advising from the Securities Institute of Australia. I am recognised as a SMSF Specialist Adviser™ or SSA® and an Associate Financial Planner with the FPA. I have achieved both the RI Advice Adviser of the Year 2010 and Practice of the Year 2010 awards. In 2017, our team was awarded the RI Advice Platinum Award which recognises the top 1% of businesses within the licensee.
- Adviser status Gold
- First year providing advice 1999
- Years of experience 25
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
RI Holden Hill107b Hampstead Rd
Manningham, SA 5086
- 9:00am – 5:00pm Monday – Friday