About Me

I’ve enjoyed living and working in Sydney for some of Australia’s largest financial institutions, where I held various advice and leadership roles in Financial Planning and Banking. I'm very passionate about financial advice and how it can change people’s lives. Having had the opportunity to work with some of the best professionals in Wealth Management in Australia and the UK, the experience has helped shape my philosophy and helped us always prioritise our clients’ needs first. At Wealth Peak, we seek to work with our clients to help them maintain their lifestyle for today and create wealth to achieve their financial freedom for the future

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Brela Group Pty Limited