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Education, Honors & Awards
Certified Financial Planning, Ethics, CFP1 - Financial Planning Association, 2011 – 2011; Advanced Diploma of Financial Services, Financial Planning, Post Graduate Diploma - Kaplan Professional, 2006 – 2009; Bachelors Degree, Language and Literature - La Trobe University, 1991 – 1995
Financial Planning Association (FPA), Member of the Million Dollar Round Table (MDRT), Australian Stock Report, Blackwing Profit, Heartlinks, Australian Business Network, Women’s Network, CBA Women in Focus and Australian Business Chicks
I am an Authorised Representative of Gold Financial P/L, Financial Planner and CEO of Financial Services for Life. ‘Financial Services for Life’ came about from my desire to assist clients through their different life stages. I help my clients with their Superannuation, Investments, and Transition to Retirement, Account Based Pensions, Personal and Business Risk as well as strategic financial planning needs. I work with business owners, individuals and families to protect what’s important and help them achieve their financial goals and dreams. • The ‘Tree of Life’ represented by our business logo represents good fortune, financial stability and growth opportunities. • Quality advice and service is our utmost aim and the core values of Gold Financial drive the quality advice & services we provide. Our clients’ best interest is our primary motivation. Our focus is on you, your future, your wellbeing and your family. • Our CORE VALUES are: INTEGRITY, CARE, RESPONSIBILITY and RESPECT. With hard work and dedication I have built my company Financial Services for Life, to be something I always wanted to do. As a young child it was my dream to make a difference as an adult. I come from a modest, hardworking southern Italian family. Being the youngest of 5 children where my parents barely scraped through, as well as coming to Australia to attain better opportunities, then working part time to put myself through school all taught me value, to have integrity, respect and the true meaning of appreciation of life. Thus, I discovered my passion for wanting to consult with people assisting them through their financial struggles as a ‘natural coincidence’, and so I aspire to help people attain their desired lifestyle and financial goals and dreams as a result.
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