After graduating from Curtin University in 2009 with a B.Com in Accounting & Business Law, I travelled for 10 months before returning to Australia.
I joined Godfrey Pembroke (formally Wise FP) in December 2010 in a dual role. The combination of working alongside senior advisers and my ongoing studies allowed me to grasp an excellent understanding of the financial services profession.
In 2012, I completed a Diploma of Financial Planning with a view of using this and further qualifications to develop into a highly respected and motivated financial services professional.
I started with Wealth Today, a part of the Today Group in early 2012 as a paraplanner. Wealth Today are a financial planning dealer group showing tremendous growth with a cutting edge, fee for service strategy for advisers all over the country.
I have now used this experience to start my own business Voyage Financial which offers advice arouns Lending, Cashflow Management, Superannuation, Retirement Planning, Investment and Tax. Voyage Financial is a aligned Financial Services business that seeks to offer our clients specialised holistic advice. We run a fee for service model based on the scope and complexity of the advice required.
I have a great understanding of the global economy and regularly update senior financial advisers regarding Global Markets, Economic Theory & Corporations Law. I am able to provide holistic financial planning advice including superannuation and retirement strategies, investments, risk and estate planning.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWe run a transparent Fee For Service business and we are happy to disclose all fees to you in our initial appointment, which of course, is held at our cost. We are proud of the fee structure we have and will never hide from the fees we charge.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 6
- First year providing advice 2012
- Years of experience 11
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Voyage Financial
Level 3, 241-243 High Street
Fremantle, WA 6160Opening hours
- 7:00am – 1:00pm Saturday
- 7:00am – 7:00pm Monday – Friday
Licensed by
Wealth Today Pty Ltd
AFSL 340289