About Me

I'm a planner with over 30 years of experience, specialising in retirement planning. superannuation, tax and Centrelink strategies. I have specialised knowledge of the State Authorities Superannuation Scheme (SASS). We are a Newcastle practice servicing clients across the Hunter Valley, Lake Macquarie and Port Stephens areas.

Areas of Focus

  • Cashflow management
  • Debt management
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 35 Years
CERTIFIED FINANCIAL PLANNER®