About Me

I have worked in the financial services industry for more than 20 years. I hold a Bachelor of Economics, an Advanced Diploma of Financial Services (Financial Planning), Diploma of Company Directorship. I am an Associate of the Financial Advice Association Australia. I am a SMSF specialist as well as Aged Care specialist . I am a Fellow Chartered Financial Practitioner and a Trust and Estate Practitioner. I am able to assist clients in the areas of: Wealth Management, Aged Care, Retirement village living, Granny Flat arrangements , Superannuation, Tax planning, Retirement planning, Estate planning and administration.