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About Me

I have worked in the financial services industry since 2004. Initially working in a private financial advice firm I have been an adviser with UniSuper since 2011 and have extensive experience in providing comprehensive financial advice in an ethical fee for service manner.

Areas of Focus

  • Employment changes
  • Estate planning
  • Government assistance
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Unisuper Management Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®

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  • The Financial Advice Association Australia acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.
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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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