Bio
Financial advice that helps you build, protect and pass on your wealth with clarity, grounded in more than 25 years across accounting, tax and financial planning.
I’m a senior financial adviser with Moore Wealth Management in Geelong. My clients are individuals, families and business owners who want their financial decisions to reflect the life they’re working towards, not just the numbers on a page.
My career began in accounting, where I qualified as a Chartered Accountant and built deep expertise in SMSFs. For the past 10 years I worked in a dual role as both accountant and financial adviser, pairing technical knowledge with strategic advice. I now focus solely on financial advice, which lets me give my full attention to your goals. Across more than 25 years spanning audit, accounting, tax and financial advice, I look beyond a single strategy to the whole picture of your financial life.
The part of this work I value most is the personal side. I take the time to understand who you are, what matters to you and where you want to be, then stay alongside you as your circumstances change. Seeing clients reach the milestones that count, whether that’s a comfortable retirement, a home or a legacy for their children, is what makes the work worthwhile.
Away from the office, you’ll usually find me travelling or recharging in nature, at the beach or out on a hiking trail. I’m a mother of two girls, the owner of a lively Kelpie, and a keen foodie who loves sharing good meals with family and friends.
Qualifications, memberships and credentials
- Bachelor of Commerce (Accounting and Finance)
- Diploma of Financial Planning
- Member, Chartered Accountants Australia and New Zealand
- Member, SMSF Association
- Authorised Representative number 432483