I fell into financial planning over 20 years ago after studying architecture and hating it. I desperately needed a job, and Nigel needed someone to answer the phones. Within six months, I moved into a technical role and began studying because I was genuinely fascinated by how advice could change people's lives.
One of my strongest memories from my first year was taking notes during an estate planning appointment for a family whose loved one had sadly passed away. Within 30 minutes, Nigel had converted their worry into relief. Afterwards, I asked how he turned such a sad process into something so meaningful. He said, "The personal side of finance can't be learned from study materials - it's about listening and truly understanding what they need." That's when I knew this was what I wanted to do.
I love that we come to work to help people achieve their most ambitious goals and dreams. Nothing's more rewarding than seeing my clients excited they've made a big milestone. Plus every client is unique and the variety of advice keeps every day interesting.
When I'm not at work, softball is a huge part of my life - it's completely ingrained in who I am. I've been playing since I was 12, and I'm one of three generations in my family to throw a ball. I've competed in the Australian Masters Games and we came home with silver! It used to be all about winning... now it's about the camaraderie with friends who've celebrated milestones and pulled me through tough times. What am I saying... it's still about winning.
I enjoy staying involved in the community. I'm registered with the MS pro-bono scheme, and I've been part of Canning Vale Toastmasters since 2018. I've been long-term president of two softball clubs and treasurer and coached my children's tee-ball, netball, football and various other roles in sporting clubs.
In the little bits of spare time between work and sporting commitments, I enjoy trying to keep plants alive both at home and in the office.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 8
- First year providing advice 2014
- Years of experience 12
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Firefly Financial Pty Ltd
Suite 3, 84 Gilbertson RdKardinya, WA 6163
Opening hours
- 8:00am – 4:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Firefly Financial Pty Ltd
AFSL 700033