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Qualifications and Experience

My journey into financial planning started as a Business Analyst at AMP, specifically process improvement. It was there that I completed my Graduate Diploma in Business Management at Monash and my Diploma in Financial Services. From there I moved into the Compliance and Technical Services Team, where I experienced the importance of financial planners, providing peace of mind and helping clients reach their financial goals. It was then that I completed my Diploma in Financial Planning and become a registered financial planner. I have also completed my Graduate Diploma in Financial Planning.

My Aged Care specialisation began when a close family member of mine required care. This first hand experience of having to navigate the complexities of the aged care system whilst dealing with the emotional pressure was difficult. It was then that I understood the real need for support and guidance for others, to help navigate the aged care system and relieve the burden and any financial worry. It's hard enough just to make the decision that your family member can no longer manage at home, the home they have loved for possibly many years.

I am an Aged Care Specialist with the Financial Advice Association of Australia and an Accredited Aged Care Professional with Aged Care Steps. I look forward to meeting with you.

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Click below to view my details on MoneySmart FAR and Adviser Ratings: 

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