About Me

I believe the key to a successful financial plan is starting with what is important to clients. This includes understanding their plans, goals, responsibilities and values so as to ensure what is really important is prioritised. I likes to maintain a long term relationship with clients in order to provide the high level of support required to increase the certainty that client's goals are met.I am a Certified Financial Planner, authorised to provide financial planning services to clients. This includes investment advice to meet each individual clients attitude to investment risk. My specialist accreditation in self-managed superannuation funds ensures I am able to provide quality advice for clients both with self- managed super funds, and those in retail superannuation funds. It is important the right type of fund is chosen by the client.I am also an accredited Estate Planning specialist which helps me provide the expertise to link meeting short term goals, with your long term plans for your estate. This entails having the appropriate issues considered at the beginning of the planning process and at each step where important decisions are made.I am also a FPA Aged Care Specialist and with this accreditation, I am able to assist clients that require the specialist advice needed when they, or their loved ones move into aged care. I am a current JP and member of the following associations:Certified Financial Planner of the Financial Planning Association (FPA); SMSF Specialist Advisor; member with the Self Managed Super Fund Association (SMSFA); Tax Practitioners Board (TPB)