AdvicePlus Financial Solutions
I have been living in the North Coast Area for 8 years with my husband and two children. In that time we have been heavily involved in local sporting groups, from Netball, Water polo to Rugby League and Union. I commenced working at AdvicePlus in February 2011 in the role of Customer Service Manager (Retail Superannuation). I have recently moved into a new role of Personal Assistant to the Planners within the office. Prior to commencing work at Adviceplus I had been employed in the Superannuation Industry for two years.
Client Services Manager
After moving with my family to the North Coast about 8 years ago I commenced working as a legal secretary, working at a Ballina practice for three years. With our children now ensconced at University, I sought to pursue a new career! In Mid October 2013 I commenced work at AdvicePlus as a Client Services Manager. So I am a “newy” to this role within the financial planning industry. I am looking forward to developing my skills and assisting our clients in attaining their financial goals.
I have been working in various roles within the financial planning industry since 1997. I first became an authorised representative in 2001 and since then I have been assisting clients to develop plans to achieve their financial and life goals. My aim is to provide guidance, education and support so that clients can make informed choices about their money and manage risk.I specialise in preparing clients for retirement and beyond with tailored personal financial advice. I also understand the complexities of Centrelink, aged care and estate planning.I have extensive experience and knowledge in relation to self managed super funds, including initial set up, investment strategies, compliance requirements, contributions and pensions.
Director, Financial Planner CFP
I have been a financial planner since 1991 and thoroughly enjoy coming to work each day! Our Practice was renamed in 2005, utilising the name AdvicePlus Financial Solutions. The offering from AdvicePlus Financial Solutions is as the name suggests, we provide Advice initially and then recommend a Financial Solution if required. Outside of work I enjoy spending time with my wife Deborah and our sons, including our 5 grandchildren. I am the current Chapter Secretary of the Far North Coast (NSW) Chapter along with the current Vice President of the Ratepayers Association of Lismore Inc,