I am a financial adviser at Nexia Australia, Sydney office.
I partner with time-poor professionals and business owners, taking them on a journey, and help and guide them from where they are now, to where they want to be.
I provide holistic and comprehensive advice, and my areas of interest and specialisations are:
- working alongside time-poor professionals with kids, who are keen to generate wealth and also build a legacy for their children
- empowering women to take control of their own finances, and financial literacy for women
- ethical and sustainable investing
My main focus is delivering tailored and personalised advice to clients based on their specific circumstances. My passion is seeing my clients ultimately achieve their goals and objectives, and knowing that my advice has assisted them in doing so.
Striving to achieve client objectives, I believe each client should be fully informed of available options to best suit their financial situation. I then see my role, as an adviser, to work through the relative merits of each strategy to determine the most appropriate way forward based on each client’s goals.
While my background has provided me with a strong analytical foundation, my key strength is translating detailed and often complex financial data into easy to understand concepts.
I am a CERTIFIED FINANCIAL PLANNER® professional and an authorised representative of Nexia Sydney Financial Solutions. We operate on a fee-for-service basis, so as to ensure that any advice provided to our clients is predicated on their specific needs and objectives.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAt the end of the first complimentary meeting, the objective is to identify a shortlist of possible strategies that might suit the clients identified goals and objectives. On that basis, I am able to provide a fixed cost based on the expected time required to complete that analysis. My hourly rate is $495. Generally, most mandates for the initial analysis range between $3,850 and $5,500 depending on their complexity. The same principle applies to any implementation costs (if the client chooses to proceed with the recommendation) and the provision of ongoing advice required to keep the financial plan relevant over time.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 10
- First year providing advice 2013
- Years of experience 10
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Nexia Sydney Financial Solutions Pty Ltd
Level 16, 1 Market Street
Sydney, NSW 2000Opening hours
- 9:00am – 5:00pm Monday – Wednesday, Friday
- 9:00pm – 5:00pm Thursday
Licensed by
Nexia Sydney Financial Solutions Pty Ltd
AFSL 247300