About Me

I advice, coach, mentor and project manage your important financial goals with a high level of service standard. With a graduate diploma in financial planning, graduate diploma in tax law and Real Estate Agency accreditation, and over 13 years professional experience, I am skilled to provide you comprehensive advice on shares, managed funds, investment properties, derivatives as well as complex investment structures like trusts, company structures and self managed superannuation funds. I have the Chartered Tax Adviser (CTA) designation as well as the Certified Financial Planner (CFP) professional designation, I act as your your own personal chief financial officer, the one point of contact for all your financial needs, ensuring that all your professionals on the same page when it comes to managing and creating your financial future.