I have been a Financial Adviser since 2011 and have been in the finance industry for over 20 years. I have worked in large institutions such as Westpac/BT and boutique firms.
Importantly being privately owned and not controlled by a bank or any other institution gives me the ability to provide you with the most suitable products and services for your situation.
I am passionate about providing support and quality advice to clients by utilising my extensive experience and well-rounded skill set. I maintain a high level of Continuing Professional Development (CP) each year to ensure I am well versed on the latest strategies available and regulatory changes. I believe this helps me ensure that my clients achieve the best outcomes.
I was born in the UK but have made Australia my home for the past 20 years, where I continue to enjoy and explore with my two beautiful children.
I look forward to helping you achieve your lifestyle and financial goals with the greatest degree of certainty.”
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 7
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Cooee Wealth Partners
Suite 2 Level 1, 9-11 Grosvenor StNeutral Bay, NSW 2089
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- Phone
- Video call
Licensed by
Afsl Licensee Pty. Ltd.
AFSL 518453