About Me

A Certified Financial Planner® and SMSF Specialist Advisor™ with 30 years as a financial planning professional, I have substantial experience in all facets of financial planning, investment, superannuation, retirement planning, and asset protection. Combined with 40 years of accounting and business experience, I am well positioned to advise, educate and inform a diverse client base.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Century Advisory Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®