About Me

I have been working in the financial planning industry since 2000 and have been practicing as a financial planner for over 20 of those years. I believe that financial planning should not just be the domain of the wealthy, as everyday people can achieve great results from prudent financial advice. My approach is to take a holistic view of my clients situation and develop strategies that will improve their financial position.I hold a Bachelor of Arts degree majoring in Economics and Mathematical Statistics and an Advanced Diploma in Financial Services (Financial Planning). In addition, I am a Senior Associate (SA Fin) member of the Financial Services Institute of Australasia (FINSIA). I have Certified Financial Planner status, which is the highest level of certification for a financial planner. I specialise in the areas of cash-flow/budgeting advice, wealth creation strategies, superannuation, retirement planning advice, Centrelink Benefits, and SMSF's.