About Me

I am a Certified Financial Planner with 25 years of experience in helping my clients achieve their goals. I specialise in retirement planning and aged care advice on the NSW Central Coast.

Areas of Focus

  • Aged care
  • Divorce
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 28 Years
  • Advice fees
    Advice Fees From $3,500
CERTIFIED FINANCIAL PLANNER®