About Me

Independent, degree qualified with 30 years experience as a financial planner. I specialise in long term professional relationships with a small number of clients

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Waterfall Way Associates Pty Ltd
CERTIFIED FINANCIAL PLANNER®