About Me

As an Associate Wealth Planner at Shore Wealth, my focus is on helping individuals and families understand their financial circumstances and take meaningful steps towards their goals. I work closely with clients to understand their needs, priorities and aspirations, supporting the development of financial plans that reflect what matters most to them.

Working alongside our wealth planner, I help gather and review financial information, explore suitable planning options and support clients throughout the planning process. My approach centres on building trusted relationships, making complex information easier to understand and helping clients feel informed and confident about their financial future.