About Me

As the founder and principal adviser of Coastal Capital Advice, I work with professionals, business owners, retirees and SMSF trustees who want clarity, confidence, and control over their financial future.

With over 15 years’ experience across banking, superannuation and boutique financial advice, I provide personal, jargon-free advice that helps clients make informed decisions and achieve what matters most to them.

My advice spans superannuation, retirement planning, personal insurance, investment strategy, intergenerational wealth, and estate planning, delivered through a holistic and educational process tailored to each client’s goals.

My mission is to ensure every client feels valued, financially secure, and confident in their long-term plan. Outside of work, I lead an active, family-focused lifestyle on the Illawarra coast and am a keen surfer.