About Me

As an experienced and Certified Financial Planner, I’m committed to providing you with quality straight forward advice and the highest levels of service. In particular, I am passionate about helping people set and achieve their retirement lifestyle goals. I’m a member of the Financial Planning Association, and meet the Financial Planning Association’s professional standards. I can help you with:• Retirement planning strategies including “transition to retirement”• Your financial needs upon and throughout retirement• “Downsizing” specialist• Aged Care Financial Planning• Strategies to increase Centrelink benefits• Income-generating investments• Wealth creation through investments• Estate Planning