Barbara has been working in the financial planning industry for over 25 years and prior to this worked in banking. Barbara has been a Financial Planner since 2011 working in regional Victoria. Over the years she has continued to study to remain up to date with the ever-evolving financial planning industry and legislative changes.
Barbara is committed to working with her clients to help them achieve their retirement and lifestyle goals and to ensure they have the best possible advice to protect their family’s wealth.
Barbara aims to provide personalised and responsible advice suited to individual client’s objectives and believes that sound advice and planning is the key to improving your financial position.
Qualifications and memberships:
• Graduate Diploma of Financial planning
• Advanced Diploma of Financial Planning
• Diploma of Financial Services
• Member of FAAA (Financial Advice Association Australia)
Outside of work, Barbara enjoys spending time with her family and friends, walking, gardening and reading.
