Meet the financial planning team
As the founding owner of the Bridges Bayside branch, I hold the service we offer and our clients’ satisfaction as my highest priorities. With the expertise and knowledge of our team, I am confident in our clients’ futures.
I have been a financial planner since 1992 and have enjoyed working with many long term clients for over 10 years. I believe referrals are the best form of feedback, and we are very fortunate to have many friends and family members recommended to us by existing clients.
I always act in the best interests of my clients and call on my extensive experience in the finance sector to make sound judgements on behalf of our customers.
– CERTIFIED FINANCIAL PLANNER®
Golf. Golf. Golf. Unfortunately hampered by my ability!
I joined the Bayside team in early 2016, transferring from a Bridges office in Sydney when my husband and I decided to re-locate to Brisbane. I have been in the financial services industry since 2008 as a natural progression from my corporate project management background. I loved helping businesses get on the right track back then and I enjoy doing the same for individuals and families now.
No two clients are in the exact same situation, which makes my job challenging and exciting. It is always thrilling to meet new people and connect with the community. To me, it is about knowing that the clients need my help, knowing that I can offer a solution and seeing their life improve post-advice.
When I am not at work, I study law at the Charles Darwin University, work towards my CERTIFIED FINANCIAL PLANNER® practitioner certification, sing opera and enjoy time with my family.
– Bachelor Economics
I escape the daily grind via musical and theatrical pursuits, from song writing to singing to performing at a local theatre company or at home in front of my family and friends.
Having been a financial planner since 1987, I have experienced the very highs and lows of the stock market. This experience provides an in-depth understanding of the market’s impact on my clients, and I am able to relate to their stage of life and where their focus should be. Clients appreciate my direct nature and ability to offer solutions within their best interests.
– CERTIFIED FINANCIAL PLANNER®
All things sport. I especially enjoy American football, the Roosters and travelling.
I commenced my career in financial services in 2002, working for Australia’s largest mutual bank. Having exposure to credit cards, foreign currency, mortgage lending and personal loans has proved of great benefit to my clients at Bridges Bayside. I enjoy working with clients who are committed to long term retirement planning and the steps required to take control of their futures.
– Advanced Diploma Financial Planning
Travelling and spending time with my children. My favourite thing is to combine the two and travel with my children.
After completing my Business, Finance and Technology Higher National Diploma at Buckinghamshire New University, I commenced my almost 20-year financial services career by joining the UK’s largest group personal pensions company in 1996.
I then entered the independent financial advice area in 1999, specialising in managing Asia’s top banking institution’s UK pension division. It was here that I developed my passion to help others.
Since making the life decision to immigrate to Australia, I have taken my expertise from previous roles and applied them to help Australian families achieve their goals and aspirations. My professional passion is meeting new people and truly helping to make a difference to their lives.
– Diploma Financial Planning
I enjoy sports of all kinds…from my armchair.
Having worked in the financial services industry since 2010, I commenced my financial planning career in 2012. I spent two years in a support role before progressing to Financial Adviser.
I love helping my clients work towards financial independence, with my mantra being, ‘It’s never too early to start planning for retirement.’
I was honoured to be a finalist for the Association of Financial Advisers ‘Rising Star of the Year Award’ for 2016 in recognition of my commitment and dedication to the financial planning profession.
– Masters of Financial Planning
My four adult children are a constant source of pride – there’s never a dull moment.
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