Experience

I started in the financial services industry in 2015. Previous to that, I worked for the Department of Human Services for over 23 years, most recently as a Complex Assessment Officer. With this background of helping clients with complex Centrelink matters, together with my university studies in accounting and public practice, I believe my move into financial planning was a natural one.

Outside of work, I enjoy playing the guitar, spending time at the beach and driving in the beautiful South West.

Qualifications

I hold an Advanced Diploma of Financial Planning. I also hold a Bachelor of Business majoring in accounting and public practice.

Additional Information

I commenced employment with Cape Financial Planning in November 2017.

I specialise in retirement planning, Centrelink entitlements and wealth building strategies.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.