About Me

I am passionate about making a positive difference to the lives of Australian families. Young, old, single or blended all families can benefit from advice. I also like to break the myth that you need to be wealthy to benefit from financial advice.

I believe in empowering people through advice to achieve what matters most to them in life.

My personal passion is helping people, I take pride in finding solutions for my client's needs, including; cashflow and lending strategies to buy a home or investment property, making sure individuals and families have the right personal insurance cover, bringing superannuation and investment strategies into focus, helping the 45% of Australians who don't have a valid will get one, helping people retire and enjoy life after work, helping people navigate complex Centrelink rules, assisting individuals and families with Age Care strategies and advice and working closely with our Accounting team to maximise your personal situation.

I look forward to discussing your personal situation in greater detail with a free no obligation initial chat, over the phone (02 9997 4701) in our office, or at a place of your choice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Oreana Financial Services Pty Ltd