Honest and approachable, I'm an integral part of our financial planning team. Having started a cadetship straight out of school and working in the accounting side of the business before making the move into financial planning.
I love the variation and challenges that each day brings as I seek out smart solutions to each client’s unique set of circumstances.
What I can do for you:
My first goal is to listen and understand your financial situation.
Whether you need specialist advice on Self Managed Superannuation Funds, help with asset protection or a solid wealth creation plan, I will use the information you share along with my vast knowledge of various products and strategies to help you on the path to achieving financial freedom to achieving a great life!
My forte is helping you navigate what can sometimes be quite confusing terminology. I'm open to any questions you may have. Within the past three years I have sought additional information and tools to facilitate the increasing number of aged care enquires. It is my intention to help you navigate this ever changing and complex world. Having gone through this personally I understand the stress that can bring to families.
Other things you should know about me:
When not helping clients map their financial futures, I love nothing more than travelling and spending time in the great outdoors with my husband and three young children.
She dreams of one day buying a farm to share with husband, three children and their two dogs.
Expertise
My fees
At a glance
-
Adviser status
Gold
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Navigate Advice
Level 1, Suite 1, 185 Morgan StWagga Wagga, NSW 2650

Opening hours
- 8:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Navigate Licence Pty Ltd
AFSL 521367
