About Me

Accredited adviser for AXA Australia (National Mutual) since 1989 and awarded International Quality Award from LIMRA in 1992. In the meantime, an Authorised Representative of National Mutual Assets Management (or National Mutual Financial Planning) from 1991 to 1995; an Authorised Representative of Personal Investment Planners from 1996 to 1999. From September 2000 to June 2012, an Authorised Representative of AXA Financial Planning. From July 2012 to the 8th of December 2020 an Authorised Representative of Charter Financial Planning. From the 9th of December 2020, an Authorised Representative of LFG Financial Services Ltd. Qualified as a Certified Financial Planner since July 2003.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 35 Years
  • Licensed By
    Licensed By Lfg Financial Services Ltd
CERTIFIED FINANCIAL PLANNER®