I am a Financial Adviser who is passionate about helping clients achieve their financial goals whilst protecting their hard-earned assets. I educate, empower and enrich my clients lives in order for them to live a life with less stress and more happiness.
I take the time to listen to my clients, formulate strategies to suit their individual circumstances and I have the ability to relate to clients in a clear and concise manner that is easy to understand. I will ensure that you are kept informed at every step of the process.
I specialise in the following:
Aged Care Superannuation & Retirement Planning
Investment & Wealth Accumulation
Estate & Succession Planning
Cash flow and budgeting
Lorraine has given me advice in areas including shares and managed super funds .Lorraine explains things to me in a clear way so that I understand what is going on. Through Lorraine’s expert knowledge and experience I’m extremely confident that the advice I was given was just right for me. Lorraine always give 110% of her full attention and listens to what you have to say.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2014
- Years of experience 9
- Graduate Diploma of Financial Planning
Bayside Financial PlanningUnit 3, 7-9 Grant St
Cleveland, QLD 4163
- 9:00am – 5:00pm Monday – Friday
Bayside Licensee Pty Ltd