Financial Planner/ Paraplanner
I began my career in financial services in 2000, firstly as a mobile lender before working for AMP’s Financial Planning Association in a conduit role between financial planners and senior management. I spent time working as a Paraplanner with Emohruo Financial Services developing my technical skills and knowledge base prior to becoming accredited as a Financial Planner in 2016.
I have completed my Diploma, Advanced Diploma and Graduate Certificate of Financial Planning and commenced a Masters of Financial Planning in late 2017.
I enjoy the challenges and diversity of financial planning and feel constantly uplifted when I can see how my recommendations have a true positive impact on my clients.
When I am not studying or working, I enjoy the places geocaching takes us including rainforest walks, parks and gardens. I also enjoy reading the latest Matthew Reilly instalment and crocheting.
- Retirement Planning
- Financial Planning
- Investment Planning
- Wealth Management
- Debt Management
- Wealth Protection
- Currently studying Masters of Financial Planning
- Graduate Certificate of Financial Planning
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
Memberships & Associations
Associate Member of the Financial Planning Association of Australia (FPA)
- Financial Planning since 2007
- AMPFP Financial Planner since 2016