CFP
®
Certification. Diploma of Financial Planning. Certificate in Financial Markets
I have over twenty years’ experience in financial services offering holistic advice to clients from all age groups and background.
Through Triumph Financial Planning, I recommend strategies that are tailored to meet each client’s objectives and desired outcomes and importantly, provide on-going reviews as part of our service.
Maintaining currency with all aspects of financial planning is achieved through ongoing training, professional development and conferences. I have a special interest in assisting rural clients and those approaching retirement.
My list of accreditations is shown in my
.