I am a mother of 4 grown children and have been running my own financial advice business since 2010. After joining the Commonwealth Bank straight out of school and commencing my Diploma of Financial Planning in 1998, I have worked for large companies and a couple of quite small companies.
I have specialised in Personal and Business Risk – insurances to protect your hard earned work, businesses and investments.
I am also an expert in Aged Care – clients who go into aged care homes need someone who understands the complexities of the legislation of July 1, 2014. It’s complicated, but I can help simplify it for you.
From rolling your superannuation funds into one, investing for the future or purchasing an investment property, I can advise you on the right way and the right products. I hold an Advanced Diploma of Financial Planning, a Certificate 45 in Mortgage Broking and am currently completing my Masters in Business (finance).
I work with you to make your future bright