I have worked in the financial services industry since 2003 and have been part of McCormack Financial Services, now Wealth Financial, since 2016. I love helping clients gain clarity around their financial situation and supporting them to make informed decisions about their future.
I have a strong passion for guiding clients through investing, wealth creation, retirement planning, and ensuring their financial plans are well protected. I also enjoy helping clients align their investments with their personal values and beliefs.
Outside of work, I enjoy spending time with my young family, reading, and outdoor activities. I am also actively involved in supporting the local community beyond my professional role through the committee for my children’s Little Athletics club, contributing to grassroots sport and community participation.
Expertise
My fees
Initial Meeting
The fee for your initial meeting is $330 per hour however this is
waived if you proceed with a Statement of Advice.
We will discuss and agree the actual fees with you before
we proceed and where relevant the fees and commissions
will be disclosed in the advice document provided to you.
The fees charged for our advice and services may be based
on a combination of a set dollar amount, or a percentage
based fee. Our agreed advice and service fees may include
charges for one off or regular fees. We may also receive
initial or ongoing commissions from certain product
providers.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 5
- First year providing advice 2014
- Years of experience 12
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Wealth Financial
87 Best StDevonport, TAS 7310 62A Emmett Street
Smithton, TAS 7330 Level 1, 41 Mount St
Burnie, TAS 7320
Opening hours
- 9:00am – 5:00pm Monday, Wednesday – Thursday
- 9:00am – 2:00pm Tuesday, Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning Limited
AFSL 234665