About Me

I have been providing personal financial advice for over 25 years and operate a business that cares about our clients and the future life they can live. We specialise in providing advice on retirement and aged care, following a life-centric rather than money-centric approach.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Infocus Securities Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®