About Me

Over 22 years industry experience specialising in:- Superannuation and retirement strategies- Lifestyle goals management- Cash flow and debt management- Wealth accumulation strategies- Asset structuring- Inter-generational wealth transfer- Asset allocation- Wealth protection strategies

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Fintegrity Wealth Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®