About Me

Meeting with clients and assisting with all areas of Financial Services including General Advice, Retirement Planning, Debt Management, Superannuation, Self-managed Super Funds, Investments, Personal and Business Insurance.Over the number of years working alongside my amazing father, a financial planner and business owner for over 30years, it has helped shaped the planner I am today and allows me to provide quality advice.

Areas of Focus

  • Investments
  • Life/personal insurances
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Akumin Financial Planning Pty Limited