About Me

I have worked as a financial planner in the Hunter Valley since 2005. Our business specialises in assisting pre-retirees and retirees plan for and manage their lifestyles in retirement. We offer comprehensive, personalised advice targeted to peoples individual and specific circumstances, focusing on the outcome they are seeking to achieve.

Areas of Focus

  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 22 Years
  • Advice fees
    Advice Fees From $4,400