I am a strong believer that Financial Advisers can make a positive difference in people's lives and I make every effort to simplify the entire retirement process. I feel retirement should not be a scary time and if I can help people feel in control, rather than overwhelmed, then I have done my job. I started in Financial Services in 2001 and have been recognised with several awards throughout my career, acknowledging success with clients and professional partners.
I hold a Bachelor of Business from the University of Newcastle as well as a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). I am also a member of the Financial Planning Association.
Expertise
My fees
At a glance
-
Adviser status
Gold
- First year providing advice 2002
- Years of experience 24
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Insight Financial Advisers
20 Lake Orr DrVarsity Lakes, QLD 4227
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Oreana Financial Services Pty Ltd
AFSL 482234