Certified Financial Planner
Invest Blue Pty Ltd is a financial services company which offers debt management and wealth creation, retirement planning, estate planning, and personal wealth protection.
I want to make a difference by helping my clients understand what is important to them and then guiding them to reach their potential. I value the trust that clients give us to put them in a better place. Motivated by a strong interest in finance and a desire to help people be in a better place led me into financial planning back in 2003. I am a Certified Financial Planner® and I joined Invest Blue in 2005. Prior to joining the financial services industry I worked in various roles in local government including a Chief Executive Officer role at Tambo Shire Council at which time I was the youngest CEO ever appointed. I specialise in providing advice in the areas of wealth creation, transition to retirement, risk management strategies, DIY and Self Managed Super Funds (SMSF Advice) and corporate superannuation advice. I hold an advanced Diploma of Financial Services (Financial Planning) and a Certificate IV in Mortgage Broking. I am a Justice of the Peace Commissioned for Declarations Department of Justice QLD Memberships, and I am a member of the Financial Planning Association of Australia.
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