I am a Senior Financial Adviser and I believe clear financial advice can make a real difference. As a Sunshine Coast financial planner, I help clients make the most of their money and move toward their goals with confidence and clarity.
I work closely with each client to understand their needs and build a financial plan with clear options. I am open and upfront about costs and act in my clients’ best interests, so they can make informed decisions and feel comfortable with their strategy.
My experience in financial planning spans 27 years, including 19 years as a Senior Financial Adviser on the Sunshine Coast. I hold a Degree in Business and an Advanced Diploma in Financial Planning, and I am currently completing a Graduate Diploma in Financial Planning with Kaplan.
I am a member of the Financial Planning Association of Australia and I am passionate about helping people achieve their personal and financial goals. My focus is on providing clear, straightforward, and professional advice that allows clients to take control of their financial future.
Outside of work, I am a mother of two busy boys. As a family, we enjoy an active, outdoor lifestyle on the Sunshine Coast, filled with love and laughter.
Qualifications and a little about me
My experience in financial planning spans 27 years, of which 19 years have been as a Senior Financial Adviser on the Sunshine Coast.
I have completed a Degree in Business, an Advanced Diploma in Financial Planning, and I am currently completing a Graduate Diploma in Financial Planning with Kaplan.
I am also a member of the Financial Planning Association of Australia.
I have a passion for helping people achieve their personal and financial goals. My goal is to provide clear, straightforward, and professional advice, allowing my clients to take control of their financial future.
I am a mother of two busy boys. We love all things outdoors and lead a very active life, full of love and laughter.
