Courtney has over 20 years of experience as a financial adviser, having worked across two practices, including more than a decade with K Point Wealth.
She is a subject matter expert in Social Security and has an in-depth understanding of the Social Security Act 1991. Courtney also has a particular interest in the complex area of Special Disability Trusts and how they can be used to optimise Disability Support Pension outcomes.
In addition, Courtney works closely with clients approaching retirement and those already retired, developing tailored strategies to support their financial goals and long-term security.
