Our People

As your ‘personal financial planner’ my job is to help you make appropriate financial decisions about your future taking into consideration your personal circumstances and future wishes.

It’s not just about financial markets, your superannuation, cash flow, managing taxation, protecting you and your family in the event of illness or injury or saving – it’s about them all at the same time.

I hold a Graduate Diploma in Masters of Business Administration, an Advanced Diploma in Financial Services – Financial Planning, and specialist accreditation for SMSF, Direct Equities, Borrowing to Invest and Personal Insurance requirements.

With these qualifications and experience, I am suitably qualified to help a broad range of individuals and couples achieve their financial goals.

I have recently joined the team here at RI Berwick and am looking forward to assisting our clients meet their financial goals and aspirations. Having spent 20 years in the financial services industry, predominantly in the advice space, I thrive on building trusting, long-term partnerships with clients through a value-added approach to financial planning.

Understanding what your lifestyle and financial goals are, ensuring that we maximise your current strengths, and work towards future opportunities whilst ensuring we minimise any gaps in your current position and reduce any potential risks that may prevent you from reaching said goals is the foundation for quality advice.

Outside of work, I am local to the area and keep a busy family life with my wife and three amazing kids, playing taxi driver to all sporting events and enjoying unwinding with a “peaceful” walk with our 3-year-old Labrador.

I have worked in the financial planning industry since April 2008, having been the office manager/owner of a smaller practice in Northern New South Wales. Missing family and starting one of our own has brought us back to Melbourne.

We settled in Berwick and are loving the community we are now a part of and our son is enjoying his school and friends.

I now work for RI Berwick as the practice manager, lending support where I can and getting to know all of our lovely clients. I am expanding on my skills every day and really enjoy being part of the team.

I became part of the team in January 2021 after working in the Financial Planning industry since 2019. I have completed a Bachelor of Business (Financial Planning) through RMIT University.

I have thoroughly enjoyed my time here at RI Berwick as I have continued to expand my knowledge and understanding when it comes to the strategies and goals of each client. I look forward to continuing to grow and develop my skills in my role, with the wonderful help of the RI Berwick team.

I have been a member of RI Berwick ‘on and off’ since 2010 in Client Service and Paraplanner roles.

I have completed a Diploma in Financial Planning.

As a Paraplanner I am primarily responsible for the research and analysis that supports the advice we provide. I work closely with our advisers to ensure we review and analyse your circumstances and compare alternatives for your unique situation and ultimately prepare our written recommendations.

Outside of work I spend time on the committee of my son’s football club, coaching my daughter’s netball team and planning my next holiday!

I have worked in the financial planning industry since 2018 and have been a part of RI Advice Berwick since July 2023. I have completed a Bachelor of Business through Swinburne University.

Outside of work, I am a busy mum of 3 and part of a “mum’s” dance team.  I look forward to continuing to grow in my role as Client Service Officer.

I joined the team at RI Berwick in 2018 as a full-time Client Service Officer. I have since scaled back to a part-time role after my recent maternity leave.

I really enjoy getting to know our clients and assisting them where I can.