About Me

I provide holistic advice in areas of Superannuation, Retirement planning, SMSF, Margin lending, Personal Risk Protection, CentreLink benefits such as age pension and aged care. I also look after client's Mortgage Brooking needs. I have extensive knowledge of insurance, superannuation, trusts and tax strategies within superannuation aimed at refining clients’ insurance portfolios to maximise benefits for the future and minimise the burden of premiums.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Nest Advisory Hq Pty Ltd