Senior Financial Adviser
I am currently a Director and Senior adviser in my own business and have been in the Financial Planning industry for almost 30 years, holding previous roles as a Principal and Manager of an accounting firm.
I am a CERTIFIED FINANCIAL PLANNER®, with a Major in Psychology and a Diploma in Financial Planning, Business Management and Human Resources.
I have recently become FASEA qualified and am nearing the end of a Master’s in Financial Planning.
My husband and I have two teenage boys, who give us much joy and keep our personal lives busy. My driving force in remaining in the industry is that I care about making a difference in people’s lives. In giving them a sense of financial security and helping them to achieve financial goals and lifestyle choices that they may never have considered previously possible.