I am a Certified Financial Planner with over 30 years experience in the financial services industry. I have been a financial planner since 2004 and I’m passionate about assisting clients on their pathway to achieving their financial goals. I was a partner with Wealth Financial from 2006 to 2026. I see myself as a professional, people orientated person and I enjoy making sense of complex issues and seeing people relax into their lives and retirements. In 2013 I was awarded State Adviser of the Year by Charter Financial Planning. My main passion is travelling and spending time with my family. I am so grateful to have called Tasmania home for the past 25 years.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 25
- First year providing advice 2004
- Years of experience 22
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Wealth Financial
62A Emmett StreetSmithton, TAS 7330 87 Best St
Devonport, TAS 7310 Level 1, 41 Mount St
Burnie, TAS 7320
Opening hours
- 9:00am – 5:00pm Monday – Thursday
Licensed by
Charter Financial Planning
AFSL 234665