About Me

I am a highly qualified financial services professional with over 25 years of experience working in Australia and the United Kingdom.My previous roles include working as a Research Manager in a top financial planning firm as well as working with some of the world’s leading wealth management companies. I have a broad knowledge across all areas of financial advice, however my passion and expertise is in investment portfolio management and strategic advice. I advise across client portfolios totalling in excess of $200M, dealing primarily with Self-Managed Superannuation Funds, retirees and charities. I am focused on clients’ long-term strategic goals and objectives, risk profiling and portfolio construction. I have expertise in the following areas of advice;- Aged Care- Budgeting- Cashflow and Income analysis- Complex Investments- Ethical Investments (Socially Responsible, Impact and Sustainable Investments)- Insurance and Protection- Retirement and Pensions- Superannuation- Self Managed Superannuation Funds- Small Business Advice- Tax Strategies- Wills and estates.