About Me

30 years experience in financial services and 25+ years as a financial planner. I know how to help clients get the most out of retirement.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Diploma
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Alexis Wealth Advisors Pty Ltd