ABOUT
ME
Passionate About Helping Others
My passion is to help my clients achieve their financial goals and make their dreams a reality.
By joining Yellow Brick Road, I saw an opportunity to help clients reach their financial goals. I believe in providing a high level of customer service and exceeding your expectations.
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With over 15 years of experience in Financial Services, I am committed to providing quality advice that is tailored to my client's needs.
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I have previously worked at Colonial First State and Asteron where my focus was on analysis and reporting of managed funds. My studies include a Masters of Commerce (Funds Management), a Diploma of Financial Planning and a Diploma of Mortgage Broking.
I love living and working in the Hills because of the lifestyle it offers me and my family. Outside of work, I enjoy going for walks, reading and travelling.
Services
Qualifications
​I can help you with advice on:
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Superannuation
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Retirement planning
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Aged Care Advice
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Insurance
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Cashflow management
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Home loans
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Masters of Commerce (Funds Management)
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Bachelor of Science (Mathematics)
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Diploma of Financial Planning
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Diploma of Finance & Mortgage Broking
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Aged Care Accreditation
