With over a decade of experience as a wealth adviser, I specialise in guiding busy professionals, aspirational pre-retirees, and retirees toward financial clarity and confidence. Whether you're a busy executive optimising your wealth, a woman navigating a life transition, or a retiree planning your next chapter, I help create tailored strategies that align with your goals and values.
As a Partner at Wealthpool Advisers, our boutique practice is committed to a highly personalised approach. We work with a select group of clients who deeply value the trusted relationships we build and the expertise we provide in managing their wealth. Our team fosters a close, collaborative environment where every client is well-known to us.
With a Bachelor of Financial Advising (double major in financial planning and accounting) and recognition for achieving the top exam mark in Australia for the Certified Financial Planner 3 Module, I bring a strong technical foundation and commitment to continuous learning. However, what sets me apart is my ability to simplify complex financial matters, educating and empowering clients to make informed, strategic decisions with confidence.
I believe financial planning is about more than wealth—it’s about enabling you to focus on what truly matters, whether that’s family, personal passions, or new freedoms and opportunities.
Outside of work, I’m a proud mum of two energetic boys who keep me busy and active. I understand the balance between personal and professional life and am committed to helping my clients achieve the same.
Expertise
My fees
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 5
- First year providing advice 2013
- Years of experience 12
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Wealthpool Advisers Pty Ltd
Suite 24, Level 11, 809 Pacific HighwayChatswood, NSW 2067

Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealthpool Advisers Pty Ltd
AFSL 517593
