BBus, AdvDipFinPlan, CFP®
Authorised Representative Financial Wisdom Limited AFSL No. 231138
Some people are lucky enough to genuinely love what they do – I am one of those people.
Listening, learning, planning and advising is a unique and personal experience for each client and I believe taking the time to understand and treat people with the care they deserve is the cornerstone of any good working relationship.
As a working mother myself, I understand the challenges facing many women. Juggling my dual roles has helped me understand the importance of planning and being ready for the unexpected – in life and financial advice. The importance of a well-thought-out and flexible financial plan cannot be underestimated.
My role as a financial adviser gives me access to some great research that, combined with my experience, enables me to develop strategies that are simple yet effective. I take great pride in being able to help my clients achieve their goals – with strategies that are sensible and sized to fit – while still being prepared for life’s inevitable changes.
I look forward to meeting and discovering how Freya Financial can help you.