About Me

Principal in a boutique financial planning practice with over 27 years experience. Experienced in advice on complex financial planning strategies. Good investment skills. High service standard.Fee for service and suit clients earning in excess of $250,000.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 40 Years
  • Licensed By
    Licensed By Newell Palmer Securities Pty Ltd