I have been providing valuable advice to my clients for more than 22 years.
After gaining my Diploma of Financial Planning, I completed further studies to achieve the highest designation available, Certified Financial Planner (CFP).
I enjoy assisting clients in developing effective strategies and solutions in the areas of superannuation, retirement planning including Centrelink advice, wealth creation and personal and business risk management.
I am a Certified Financial Planner, holding the Diploma of Financial Planning and a Member of the Financial Planning Association (FPA).
I am also a SMSF Specialist Advisor with the SMSF Professionals’ Association of Australia Ltd (SPAA).
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: Affinia Financial Advisers 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 for the Financial Services Guide.
Vista Financial Group Pty Ltd (Rep No. 1278273) (ACN 624 573 039 / ABN 16 624 573 039) trading as Vista Financial Group has been appointed as a corporate authorised representative of Affinia Financial Advisers Limited (Affinia) AFSL No. 237857. I have also been appointed as an authorised representative of Affinia to provide financial services on its behalf.