About Me

My goal is to help Australians attain financial independence. I pride myself on helping clients get the right service and advice to ensure their lives remain in balance with work and home life while assisting them reach their retirement goals. With a passion for investing and risk protection, I believe that financial security is essential to achieving long term success.

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 Masters Degree
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
  • Advice fees
    Advice Fees From $4,400
CERTIFIED FINANCIAL PLANNER®