ABOUT
ME
Passionate About Helping Others
My passion is to help my clients achieve their financial goals and make their dreams a reality.
With over 20 years experience in Financial Services, my passion has always been to assist my clients in the best way I can. I am committed to providing quality advise that is tailored to my clients' needs.
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I joined Investwisely in 2019 as co-owner of the business with Geoff Walley. Prior to joining Investwisely, 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 Bachelor of Science (Mathematics), a Diploma in Financial Planning and a Diploma in Mortgage Broking. I am currently also working towards a qualification in property advice. ​
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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Property Adviser
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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
