I commenced studying Financial planning in 2007 and have since earned a Bachelor of Commerce (double major in Finance and Financial Planning) through the University of Wollongong. By continuing my studies, I am now a CFP® professional .
I am passionate about helping my clients maximise their financial positions by making smart choices with their money.
My focus is to provide meaningful financial advice that changes lives for the better.
Knowing that financial planning has a demonstrable positive impact on individuals and families, through a clear and direct approach to simplifying the complex, my clients have the peace of mind that their financial aspirations can be accomplished each and every day.
I provide expert advice in:
- Retirement planning
- Superannuation strategies
- Investment planning
- Risk management
- Share Portfolios
Bridges Nowra Financial planning team
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