Business owner and financial planner working with a broad demographic of client to create their financial freedom. I take the time to understand what is important to my clients and understand their unique financial dreams. From owning the family home to the ideal retirement.
I am passionate about financial planning. I am driven to continually provide increasing value to our clients, business partners, industry and community. I am supported by an energetic team that shares my passion in achieving outstanding results.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
-
Adviser status
Gold
- First year providing advice 2010
- Years of experience 12
-
Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Whitehead Financial
Suite 5, 9 Ormond BlvdBundoora, VIC 3083

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Affinia Financial Advisers Ltd
AFSL 237857
