About Me

I am a Certified Financial Planner® professional with over 20 years experience working as a Financial Planner.Having extensive experience working for Centrelink and the Australian Taxation Office enables me to formulate strategies that look to maximize Centrelink entitlements and invest tax-effectively. I look to build long term relationships with clients by providing professional advice and personal ongoing service. I am married with four children and live in the Lismore area. I have previously been involved in the running of P & C associations of the school's that our children have attended.

Areas of Focus

  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Ri Advice Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®