About Me

I am a Financial Planner and SMSF Specialist Advisor running a self-owned practice in Castle Hill NSW. Over the past 40 years in business, I have experienced a quantum shift in career from Geologist, and an extended work placement in Papua New Guinea, to mining related finance, stockbroking, corporate finance to funds management, and now, as a financial planner, Director and principal shareholder of Parkside InvestorPlus.My background in analysis has enabled me to develop a strong technical ability without overshadowing my understanding that clients need a financial plan to take them into the future and to achieve their lifestyle goals.I am interested in becoming a mentor to my clients and adding value to their lifestyle decisions and financial future. I spend time developing relationships with clients as well as focusing on the operational issues of the business.I specialise in giving advice in the following disciplines: - Wealth Creation - Retirement Planning - Self Managed Super Funds - Succession Planning - Estate Planning.I am a current JP and a member of the following associations:Affiliate Member of the Financial Planning Association (FPA); SMSF Specialist Advisor; Fellow member with the Self Managed Super Fund Association (SMSFA); Tax Practitioners Board (TBP)