About Me

I have operated a Financial Planning business since 2002 after being an employed Financial Planner for 3 years prior assisting employees of BHP during their Newcastle Plant closure in 1999, as well as supporting OneSteel and Pasminco in the Newcastle area go through redundancy programs and plant closures. I strive to offer a high level, personalised service to my clients. I cover areas such as Superannuation, Investments, Personal Insurances, Investment Lending, Wealth Enhancement and Retirement Planning. Being a business owner myself, I know what it takes to run at a profit and successfully and offer specialist advice in that area. I also specialise in Centrelink benefits having previously worked for Centrelink for 7 years, and am fully qualified to deal with Self Managed Superannuation Funds.