Vanessa has been in the financial services industry since 1986, starting her advising career in 2004. She specialises in retirement planning and Centrelink advice, offering strategic investment and superannuation advice tailored to suit each clients’ individual circumstances. Her expertise spans a wide range of financial solutions, including managed investments, allocated pensions, annuities and superannuation funds. Recently, Vanessa completed her Aged Care accreditation, allowing her to assist clients navigating the transition into aged care.
She has built up a deep understanding of what clients want and expect from their financial adviser. She takes great pride in building long-standing personal relationships with every client, ensuring she fully understands her clients’ goals before recommending strategies or investments. She believes trust is a cornerstone of a strong adviser/client relationship, which she builds by listening carefully and being empathetic.
In her spare time, Vanessa values simple things such as quiet moments at home with her husband and beloved dogs. She enjoys spending time in her garden and takes great pleasure in watching things foster and grow under her nurturing care.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Brisbane office
