Meet Your Advisor
Fellow Chartered Certified Accountant (ACCA,UK)
Grad Diploma in Financial Planning (Securities Institute of Australia)
Accredited Aged Care Professional (Aged Care Steps)
Grad Certificate Aged Care Services (University of Tasmania)
As an only child - my experience of supporting my own parents, relatives from diverse cultural backgrounds, families of my friends and seniors in the community has provided me with the personal experience, expertise and empathy you need to help you and your loved ones navigate Australia's complex retirement and aged care system.
I have particular expertise and interest in working with the following client groups:
Culturally and Linguistically Diverse (CALD) seniors and their families
Individuals and couples identifying as LGBTQI+
Only Children providing care to ageing parents
Couples/singles with no family members available to assist with retirement lifestyle and care goals
I aim to provide a holistic service and will engage and involve other licensed and qualified professionals, as maybe required, to help you meet your goals.
It's never too early to start a conversation about retirement lifestyle and aged care needs either for yourself, your partner, your parents and/or loved ones.
Book a 30min no-obligation meeting with me to see if I can help you?