About Me

I began working in financial services in 1991 after a short stint in the military. I love working with all types of clients, ranging from young singles and couples to pre and post retirees, helping them understand their finances, and grow and protect their wealth. I specialise in portfolio management, superannuation, insurance, and tax minimisation.

Over the years I have seen the power good advice can have in people’s lives. I am inspired by watching my clients take control of their financial futures and achieve financial independence. I am a firm believer in educating my clients and spend time making sure the complex world of investing and financial planning advice is simple to understand. I love putting a smile on my client’s faces. This is my why.

In my downtime I enjoy the beach lifestyle and the outdoors with my family. I am a big AFL fan (go the Tigers!) and love a game of golf or a surf.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Futuro Financial Services Pty Ltd