About Me

A highly regarded Financial Planner with 30 years’ experience in the field. I have lived and worked in and around the Illawarra for most of this time helping many individuals and families secure their financial futures. I firmly believe that everyone will benefit by spending time with a financial planner. You will receive advice that is tailored to your individual circumstances and focused on achieving your personal goals. Naturally you want to work with someone that you can trust, someone that genuinely understands what is important to you. My approach is simple; I will listen to you, we will explore your goals and dreams and if you then choose, we will work together to build, manage and protect your wealth. Born, and bread here in Wollongong, I have shared in raising our four children with my wife Margaret. As a family we enjoy a close association with our local hockey and cricket clubs. In quieter moments I do enjoy a good movie or some weighty novel. I look forward to meeting with you soon.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Innovus Licensee Services Pty Ltd
  • Advice fees
    Advice Fees From $4,400