Qualifications and Experience

My journey into financial planning started as a Business Analyst at AMP, specifically in process improvement. It was at AMP 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. During this time, I completed my Diploma in Financial Planning and became a registered financial planner. I have also completed my Graduate Diploma in Financial Planning.

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My Aged Care specialisation began when a close family member of mine required care. This first-hand experience of navigating the complexities of the aged care system whilst dealing with the emotional pressure was difficult. After this experience, I understood the genuine need for support and guidance, helping others to navigate the aged care system while easing the financial worry. It's hard enough to make the decision that your family member can no longer manage at home, the home they have loved for possibly many years. I understand the complexities of the aged care system and I'm keen to guide you and your family every step of the way.

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.