About Me

I specialise in retirement planning, pre-retirement planning, investments, insurances, small business needs and estate planning. Every time I provide advice, I ensure that I am adding value by either helping to create more wealth or saving costs. I am pleased that I run my business in my local area at Mona Vale as I have always been a strong contributor to the local community. I thoroughly enjoy helping my clients achieve their financial goals.

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Akumin Financial Planning Pty Limited
CERTIFIED FINANCIAL PLANNER®