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 financial 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
Personal Insurances
Cash flow and budgeting
Centrelink
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFees payable will be advised once the scope of advice is determined.
Recent reviews
At a glance
- 
							Adviser status
							
								Bronze
							
							
 - Rating
 - Number of reviews 1
 - First year providing advice 2014
 - Years of experience 11
 - 
						
							Highest qualification
							
- Graduate Diploma of Financial Planning
 
 - 
							
								Language spoken
							
							
- English
 
 
Bayside Financial Planning
Unit 3, 7-9 Grant StCleveland, QLD 4163
								Opening hours
- 9:00am – 5:00pm Monday – Friday
 
Meeting methods
- In person
 - Phone
 - Video call
 
Licensed by
Bayside Licensee Pty Ltd
AFSL 537885