Antoinette's extensive experience as a financial adviser began in 2001. With 30 years in the finance and banking industry, she remains dedicated to ongoing education, ensuring she stays ahead of legislative changes while upholding the highest professional standards.
She values building long-term client relationships, taking the time to understand individual goals and providing clear direction. Offering bespoke, comprehensive advice to a diverse client base, including high-net worth individuals, family groups, business owners, and retirees. Antoinette's expertise spans wealth creation, superannuation accumulation, retirement planning strategies, Self-Managed Super Funds, Family Trusts, Centrelink, and Aged-Care.
She takes a flexible, holistic approach, recognising that non-monetary values often influence financial decisions and enjoys providing practical insights into complex legislative changes, market trends, and investment solutions. Her goal is to positively impact her clients' lives, ensuring they have peace of mind and confidence in their decisions.
In her spare time, she loves spending quality time with family and friends. A natural creative, she enjoys relaxing through the kitchen, the canvas, and the wardrobe.
Your adviser is based at our Sydney office
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