About Me

I am a certified financial planner and have been providing advice to my clients since 2007.I pride myself on building lasting relationships with my clients and the fact that these clients come from all walks of life, from small business owners, to high net wealth individuals, to mums and dads, and young people just starting their financial journey.Being part of an established accounting firm, we have the expertise and the resources to provide complex advice to those clients who require it, from self managed superannuation funds, retirement planning, and providing advice on large investment portfolios.However no job is too big or too small, for us it truly is the quality of the relationship that counts.