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About Me

I am passionate about improving the wealth and financial wellbeing of families in the greater Macarthur area. Specialising in social security, taxation, retirement planning including SMSF, aged care, wealth creation and protection

Areas of Focus

  • Aged care
  • Government assistance
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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