I have been with DMG Financial Planning for 17 years and completed my Accounting Degree in the year I turned 40. I feel like I’ve been studying forever but now have a couple of diplomas under my belt and am a Certified Financial Planner.

I have my own client base which is mainly retirees and being the wrong side of 50 means I feel most at home with this age group. I love it when my clients return from holidays they’ve been dreaming of for years or finally buy the new car that they’ve been talking about. My clients rely on me to help them make important decisions and I take this responsibility very seriously.

In 2007 I was voted by the staff as the ‘person most likely to get a job at Centrelink’ because I was the ‘Centrelink Guru’. In 2013 I was asked in a Performance Review where I would be working if I wasn’t at DMG and I replied, ‘In Aged Care’. That discussion was a bit of a revelation for me because it set me on the path to specialising in Aged Care advice and services for DMG Financial Planning. Skip ahead 6 years and Aged Care Advice is now a major part of our financial planning business and I head up this team. We help families by removing the administration burden of assessments and Centrelink reporting and manage the whole process so families are free to focus on what’s really important, which is supporting their loved one make the transition into care.

In 2019 DMG Financial Planning expanded their aged care services to the Geelong region where I work one week of every month out of my family’s holiday home in Grovedale. I love this part of Victoria and spend lots of my free time there exploring all the wineries, coastal towns and ice cream shops. Sale is home though and I’m not planning on making a permanent move anytime soon.

When I’m not commuting between Sale and Geelong, my husband Colin and I love spending time in our garden with our two dogs and visiting our three children and 4 grandchildren.