Victoria is passionate about helping her clients to navigate through the major changes in life and building a secure financial foundation for their future.
Victoria’s main focus is delivering tailored advice to clients based on their individual circumstances. She partners with her clients so that they can make a fully informed decision about the different options available to them in order to achieve the most favorable outcome in their personal situation, and to best meet their financial goals.
Whilst her client base ranges from Generation Y to self-funded retirees, her key specialty is assisting the younger generations to plan for their future so that they can enjoy financial stability later in life. She incorporates her personal experiences when working with clients to help them set financial goals and create a plan to achieve them. Victoria assist clients in finding a balance between enjoying their lifestyle now whilst building on a strong foundation to be financially prepared for the exciting milestones that lay ahead in their future.
Victoria has five years’ experience in the financial services industry and is currently working towards completing her CFP® qualification.
Graduate Diploma of Financial Planning (Grad DFP)
Member of the Financial Planning Association of Australia - FPA
Bachelor of Business (Finance & Economics)
- Mortgage Broking
- Financial Planning
- Investment Planning
- Wealth Management
- Superannuation Solutions
- Personal Insurance
- Debt financing/consolidation