My plan is to have the freedom to travel and spend time with my family.
I originally joined Tailor-Made Financial Services in 2005 as a Financial Advisor specialising in paraplanning. In 2015 I became a director and now as a Certified Financial Planner®, I provide holistic financial advice on Self Managed Super Funds (SMSFs), superannuation, retirement planning, investment advice, Centrelink and aged care advice.
With a strong interest in finance since studying Economics in high school, Financial Planning particularly appealed to me as it provided me with the tools to manage my own finances and also be able to pass on this knowledge to others. This ultimately helps reduce the client’s financial stress giving them the freedom to focus on what they enjoy doing.
I moved to Milton-Ulladulla in 2008 after commuting from Nowra for two years. I love living in a country town near the beach where I only have a short drive to work. Out of the office you will find me participating in community activities with Apex and the Milton Ulladulla Business Chamber or spending time with my family and friends. I have been the Treasurer of Apex since 2011 and on the Executive Committee of the Milton-Ulladulla Business Chamber since 2015 (currently Treasurer). I am also Treasurer of the Country Universities Centre Southern Shoalhaven (since 2022) and a director on the board of the Milton Ulladulla Ex Servos Club (since 2020).
