I have been a part of the financial planning industry since 1997. My formal qualifications include a Bachelor of Commerce from the University of Queensland and a Diploma of Financial Planning from Deakin University.
In 2002, I attained the internationally recognised designation of Certified Financial Planner (CFP), which is the highest professional designation awarded by the Financial Planning Association of Australia (FPA) and is internationally recognised.
I joined the financial planning profession in 2001 after completing a Bachelor of Commerce from the University of Southern Queensland and continued to develop my knowledge by completing further qualifications including a Graduate Diploma of Financial Planning (2004), a Master of Business (2009) and in 2018 attained his Certified Financial Planner (CFP) designation. I also completed a research paper on the future direction of the financial planning industry that was presented at the Asian Finance Association Conference in Brisbane in 2009 and was a member of the Financial Planning Academics Forum (FPAF) that aims to foster communications, research and cooperation in the area of personal financial planning.
In recent years, I have been a collaborating author to a financial planning textbook used at the local university while using my specialist knowledge to assist clients with their personal financial situations and goals.
Office Manager / Financial Paraplanner
In 2004, Jeff and I married, established Aspire Financial Consulting and became pregnant with our first child. A very busy year! Prior to this, I had practiced in dentistry for 5 years after graduating from the University of Queensland and Jeff and I had moved to Toowoomba feeling this would be a great city to raise our future children (we now have 3 handsome boys).
I completed my Diploma of Financial Services (Financial Planning) in 2008 earning the Dux Award and Regional Student of the Year, and have worked alongside Jeff as a Financial Paraplanner part-time over the years while raising our young children. As the children are now older, I have returned to the office in a larger capacity as Office Manager and Financial Paraplanner.
I am very proud of the passion our team has for helping people reach their financial goals, combining professionalism, expert knowledge and integrity. We strive to objectively recommend financial products that meet each client’s specific circumstances and needs and being independent is the cornerstone of our advice.
Client Services Manager
Previously, I have worked in an Administration / Managerial role in the Banking sector, Education, Civil / Structural Engineering field and feel I have done a full circle, settling in Financial Planning.
I have been Jeff’s assistant since 2010 and feel privileged to be part of helping to grow our client base whilst maintaining our quality of service to all of our clients. Our approach to each and every client’s individual situation is the foundation of the long-term strategy and individual client focus that Aspire is known for. Our independent status, respect and the ability to positively make a difference in our clients lives financially, is what I believe, sets Aspire apart.
On a personal level, I am married to Brian and a mother to our adult daughter, Brittany. When we are able to, we love fishing and crabbing, we dabble in a bit of gardening at home (although not entirely successfully) and I enjoy spending time trying to master the art of photography and paper crafting.
Client Services Manager
I moved back to Toowoomba to take up my role as part of the Aspire team. I am mum to 3 adult children who have all completed their tertiary education and are following their career dreams.
I completed both my Diploma and Advanced Diploma of Financial Planning in 2015 through the International Institute of Technology and finally completed my Business Degree with Griffith University in December 2021 after a further 6 years of study. For the past 20 years I have worked in the financial industry mainly in the role as office manager, bookkeeper and administrator.
I am excited to be part of an experienced team whose focus is on delivering the best financial outcomes for each client.
Client Service Officer
As the newest member of the Aspire family, I have joined the friendliest and most genuine group of people one could hope to work with.
I graduated Year 12 in 2020 as Dux of Highlands Christian College, being awarded an ATAR of 97.90. Since then, I have worked in both Retail and Hospitality positions but now find myself settling into something more my field, the Financial Planning industry.
In my spare time I enjoy long drives, singing, photography, and going on bushwalks with my partner Amy.