About Me

I have over 25 years experience in the finance industry covering accounting, investments, superannuation and financial planning.I work with clients to develop practical strategies in an easy to understand format that helps them achieve their financial and lifestyle objectives.I believe in having a trusted relationship to keep clients on track with strategic direction and financial discipline. I offer advice on financial planning and wealth creation strategies, superannuation including self managed superannuation funds, retirement planning, investments, life insurance , estate planning and setting financial goals.