About Me

Commenced Financial Planning in 1997, and joined forces with Paul Bolstad to create AGS Financial Group in 2002. AGS has since grown to become a team of 90+ dedicated individuals, serving the needs of our employer clients and individual financial planning clients. Our aim is to be your Partners in Advice, Growth & Security.PRIVATE CLIENT SERVICES: Our Financial Planners and Private Client support team assist you with managing all aspects of your wealth. From initial goal-setting, through strategy formulation, implementation & ongoing review & service, we pride ourselves on our commitment to assist you with reaching your financial goals. CORPORATE SUPER AND BENEFITS: We work closely with our clients' HR, Finance & Payroll personnel to provide advice on Corporate Superannuation, Group Insurances, Salary Packaging and Member Benefit programs.

Areas of Focus

  • Aged care
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Amp Financial Planning Pty Limited
CERTIFIED FINANCIAL PLANNER®