About Me

Certified Financial Planner | Financial Planning Manager

I’m a Certified Financial Planner with over 21 years’ experience helping Australians make informed decisions about retirement, superannuation, and investments. I provide practical, ethical, and easy-to-understand advice that simplifies financial decisions and helps clients achieve their goals with confidence.

As a Senior Financial Adviser, I’ve also coached and mentored junior advisers, supporting the development of the next generation of trusted financial professionals. I currently work with Retirement Essentials, a company leading the future of financial advice. Our cost-effective, real-time approach allows clients to receive tailored solutions in days rather than months.

Whether you’re approaching retirement, managing investments, or seeking greater clarity and confidence in your financial future, I’m here to help you make informed and rewarding decisions.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 22 Years
CERTIFIED FINANCIAL PLANNER®