Senior Financial Planner & General Manager
I'm passionate about assisting people reach their potential and see my role as a financial planner to help clients achieve their goals. As a mum to two beautiful girls, I understand the financial concerns and needs of young families and people wishing to make beneficial financial changes in their lives. To me financial planning is all encompassing. It impacts on many different facets of my clients lives and I feel privileged to have the opportunity to guide my clients through a plan that benefits them holistically.
I also have a gorgeous little fur-baby named Clooney (yes...as in George). He is a black poodle cross and we are hoping that he lives up to his name and gets the salt and pepper look as he ages.