About Me

I have over 30 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.