|355 Scarborough Beach Road
Osborne Park, WA 6017
This is my 10th year practicing as a Business Financial Adviser and Senior Financial Adviser. With a prior 11 years of experience in Banking, Financial and Operational Accounting, Audit, Leadership & Mentorship skills, I bring a unique perspective and skills set to the table. I enjoy working with numbers and my goal is to help my clients achieve their financial objectives by developing customized, comprehensive financial plans that are tailored to their specific needs and goals.
With my extensive experience as a CPA and Chartered Management Accountant, and combining these skills with Financial Planning, I am well-equipped to collaborate with my client's Accountants and develop tax-efficient strategies that can help my clients achieve their financial goals and maximize their financial potential.
My ideal clients are business owners, professionals, women seeking financial empowerment and pre-retirees. I am dedicated to understanding each client's unique financial situation and providing customized solutions that meet their individual needs.
In addition to my technical expertise, I am also passionate about financial psychology and the role it plays in financial planning. I believe that to be a successful adviser, you must strike a balance between technical knowledge and competency and interpersonal skills. By understanding the unique needs and motivations of each of my clients, I can provide tailored advice that helps them achieve their goals and build a solid financial foundation for their future. Understanding the emotional and psychological aspects of money is crucial to building trust and establishing lasting relationships with clients.
Throughout my career, I have been fortunate to work with a broad range of clients, and I take pride in my ability to translate complex financial concepts into simple and understandable terms. As a result, my clients continue to achieve and live a financially empowered and wholesome life.