Financial Adviser

I joined the financial services industry on my arrival in Australia some 30 years ago. At that time I worked alongside my husband in our own financial services business based in Melbourne specialising in superannuation. In late 2019, I joined the Advice First team as a Financial Adviser.

Following a short spell in the education arena during the early 2000s assisting advisers meet their education requirements I moved into the area of advice. It was in this role I developed a keen interest in philanthropy. I worked with a large number of not-for-profit organisations assisting my clients to meet their objectives in respect of their charitable intent.

Having come from the vastly different discipline of architecture back in England I have found a great deal of personal satisfaction in assisting people to understand the complex areas of finance and how these impact their lives on a personal level.

I have a goal to continue to provide peace of mind to my clients through an empathic approach to assisting them to achieve their personal and financial goals and to ensure they receive timely strategic advice in respect of life changing events such as retirement and aged care.

On a personal note I have 2 adult children and 2 grandchildren.

My daughter lives in London and I enjoy visiting as often as possible which often involves travel throughout Europe which is a passion of mine. I also enjoy cooking having been an attendee of classes at the Cordon Bleu School in London.