Summary

She pursued the Masters of Applied Finance and Certified Financial Planner designation early in her career as a demonstration of commitment to clients and the financial planning industry. She is also an SMSF Specialist Accredited adviser. Originally from Singapore and a Media Studies and Mass Communications graduate from Murdoch University, she was drawn to the financial planning industry in 2008 because of the ability to connect to people and their life stories. She is a part time PhD candidate at Edith Cowan University, researching the superannuation behaviour of Gen Z. She is the podcast host of Your Money Story which shares underrepresented money stories within the community.

Focus Areas

• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management