I have more than 15 years’ experience as a financial adviser and have worked in the financial planning industry since 2004. I've been a Certified Financial Planner since 2008.
Throughout my financial planning career I have always worked in the comprehensive advice space, with experience managing SMSFs, trusts as well as personal tax planning for clients. I pride myself on providing customised financial advice to meet financial goals & generate wealth so that my clients can enjoy their lifestyle now and into retirement.
I'm passionate about gender equality, deeply against poker machines and has a particular fondness for frogs. Out of the office I enjoy watching live sport with my husband, trying all the restaurants in Newtown, cultivating my balcony garden and walking my first ever dog, a toy cavoodle named Pickles.
-
Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAdvice document fee starts from $3,300.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 12
- First year providing advice 2008
- Years of experience 15
-
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
-
Language spoken
- English
Ethinvest Pty Ltd
Suite 2, Level 8, 1 York St
Sydney, NSW 2000Opening hours
- 9:00am – 5:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ethinvest Pty Ltd
AFSL 223718