Summary

I am a highly experienced financial adviser with over 15 years of experience in the financial services industry, including roles in compliance, practice management, and client process development with major institutions and industry super funds. Recognising the increasing gaps in financial advice, I returned with a passion to make a difference and a renewed commitment to supporting individuals through life’s transitions — specifically retirement, superannuation, and wealth generation. Specialising in Self-Managed Superannuation Funds and retirement strategies, I believe financial advice is a journey that evolves with each client’s individual needs. My approach is grounded in empathy, integrity, and empowerment — especially for women seeking greater financial security and independence, encouraging women to break the cycle. I hold a Graduate Diploma in Financial Planning and have the SMSFA Specialist Status. I am a proud member of the SMSFA Association and a member of the Financial Advice Association of Australia (FAAA) and Women in Finance. I am here to listen to your concerns, financial goals, and lifestyle objectives, and guide you through the twists and turns of life and the curveballs that it throws at each of us. My Strategies aim to work with your ever-changing needs and enhance your journey to where you wish to arrive. I would be more than happy to invest some of my time to help you start your journey. Let's chat, and coffee is a YES.