About Me

I formally joined the financial services industry in 1994 with RetireInvest. Commencing my own business in 2001 we opened RI Maitland in 2002. We work with our clients as a financial coach and have a strong focus on lifestyle, peace of mind and financial goal setting. We work to ensure our client make steady progress in the accomplishment of their debt reduction, asset protection and wealth building goals.We have built a large and successful business serving retirees and wealth accumulators and have recently focused on the development of Financial Services for Professionals and Family Businesses, the Disabled and lastly Estate Planning Services for all our clients and their families. Business growth has been 100% from referrals from satisfied clients and other professionals who want their friends and colleagues to enjoy the highest levels of professional service and courtesy.My qualifications include the internationally recognised Certified Financial Planner™ (CFP®) and Accredited Estate Planning Specialist (AEPS®) designations, the Diploma of Financial Planning (DFP) through Deakin University, degrees in Mathematics and Engineering from Newcastle University and finally I have the honour of being a Justice of the Peace. With these qualifications, experience and constant additional study, I am well qualified to help clients to achieve peace of mind and their financial goals.