About Me

Having worked in all aspects of financial planning, it all comes down to looking after the client's family. The complexity of dealing with business owners and their personal risk insurance needs is challenging and very satisfactory. However, it is dealing with the "mums and dads" which I find the most rewarding.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Synchron Advice Pty Ltd