Debra is a seasoned Stockbroker and Private Wealth Adviser, bringing an impressive 43 years of experience to the financial industry.
Throughout her extensive career, she has cultivated enduring relationships with her clients, many of whom consistently recommend her services to their families. Debra’s success is built upon her deep expertise in share selection, exchange traded funds (ETFs), a strong focus on value investing principles, and a particular skill in assisting retirees in achieving their desired income levels. She provides thorough guidance on self-managed super funds (SMSFs) and the development of tailored individual investment strategies. With a practical and commonsense approach, Debra customises investment portfolios to align with the unique needs of clients across all age groups and diverse financial circumstances.
Clients benefit from Debra’s extensive skills in areas such as stockbroking, insightful investment advice, specialisation in selfmanaged SMSFs and individual investment strategies, skilled share selection, a focus on value investing, retirement income planning, and effective portfolio management.
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