About Me

Over 30 years’ experience working in professional services based in Australia, UK and South Africa.
My passion lies in helping clients resolve the financial complexity in their lives in order to achieve their personal goals. Worked as a financial planner on a fixed fee basis since 2002 to help clients, especially those using SMSFs, navigate their way through the complexity of the Australian financial environment to achieve their desired outcomes.
Independent financial advice is provided under our own licence, working closely with external accountants and tax specialists from our offices in the North Shore and Sydney CBD.