Debbie has over 20 years’ experience as a financial planner and is passionate about assisting people in reaching their full financial potential.
As the owner of a boutique practice Debbie is able to personalise her service to ensure she meets her clients needs and they are treated as an individual with unique goals and aspirations.
Debbie has deliberately avoided positions at large financial institutions throughout her career, as she truly believes the personal touch adds real value, and she has built this ethos into the core of her practice.
There are two mantra’s Debbie repeats to her clients – Education is Power – she seeks to not only assist clients in their financial journey but also help them to learn financial concepts and principals along the way.
The second is Money is a Control Relationship – either you control it or it controls you.
Helping people reach their full potential permeates every aspect of Debbie’s life – both professionally and personally.
Debbie and her husband are emergency and respite foster carers and have been involved in mentoring young girls from domestic violence backgrounds.
They have also been instrumental in rescuing young girls from (or at risk of) sex trafficking in collaboration with a charity by providing training and assistance with developing business opportunities to provide an alternate source of income and valuable skills.
Certified Financial Planner (CFP)
Graduate Diploma in Financial Planning (Grad Dip FP)
Diploma in Financial Planning (DFP)
Life Risk Specialist (LRS)
Self-Managed Super Fund Accredited Specialist
Securities and Derivatives Specialist
Member of Financial Planning Association of Australia (FPA)