About Me

Accredited adviser for AXA Australia (National Mutual) since 1989, awarded the International Quality Award in 1992. Served as an authorised representative of National Mutual Assets Management (later National Mutual Financial Planning) from 1991 to 1995, followed by Personal Investment Planners from 1996 to 1999.
From September 2000 to June 2012, held the role of authorised representative at AXA Financial Planning, transitioning to Charter Financial Planning from July 2012 to 2020.
From December 2020 to March 2025, served as an authorised representative and financial adviser (250525) under LFG Financial Services.
Since April 2025, an authorised representative of TWTG Financial Services. 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 36 Years
  • Licensed By
    Licensed By Twtg Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®