About Me

I have over 20 years experience in Financial Planning, with many of those years in two of the major banks and 3 years in a firm which specialised in looking after Self Managed Super Fund (SMSF) customers.

Though I consider that my knowledge and technical abilities are quite high, customers I work with will quickly realise that I try to keep things as simple as possible and that I place a high value on integrity and ethics in everything I do. This leads to long term trusting relationships with customers as I share in their financial journey, lending guidance through the changing world and their changing goals.