About Me

I have worked in the financial services industry since 1974. Fifteen years of banking were followed by 6 years of financial planning in association with a large financial institution. I joined RetireInvest in 1995, bringing considerable skills in helping clients to attain financial security and growth. I have been highly successful in obtaining industry related qualifications.I have a Diploma in Financial Planning from Deakin University and hold the internationally recognised Certified FinancialPlanner™ or CFP® qualification from the Financial Planning Association of Australia (FPA). I also have a Diploma in Financial Markets from the Financial Services Institute of Australia (FINSIA) and an Accounting Diploma. With these qualifications andextensive experience, I am well qualified to help clients to achieve their financial goals.As a member of the FPA I have maintained a high level of technical expertise by attending ongoing training. As a result, I amcapable of dealing with current & future financial issues facing clients using the most up to date solutions.