Since starting our family financial advice business in 2014, I have taken pride in seeing our clients prosper in seeking a brighter financial future. I am a strong believer in the benefits of setting clear financial goals and developing a plan to achieve them.
My approach to financial planning is about delivering you a ‘return on life’ so that you and your family achieve the lifestyle that you want, both now and into the future.
I have extensive experience from 25 years in the financial services industry, including 14 years as a financial adviser.
I like to cut through the jargon and explain complex financial concepts to you in a way that is easy to understand. I aim to educate clients along the journey to make you more financially literate.
I have been an authorised Financial Planner since 2007, with extensive experience in retirement planning, superannuation, social security, investments, and insurance.
I have a Bachelor of Commerce and Advanced Diploma of Financial Planning, ensuring the professional qualifications necessary to help you.
- Adviser status Gold
- First year providing advice 2007
- Years of experience 17
- Bachelor of Commerce (Economics, Marketing and Management)
Kite Financial ServicesSuite 3, 12-16 Parker St
Williamstown, VIC 3016
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Australian Unity Personal Financial Services Ltd