About Me

We choose to work with successful and motivated people who aim for a great life/work balance. Our aim is to ensure you have confidence in your financial position so you can chase your dreams and live a great life, with financial security to take you all the way to the finish line.
We know that your bank balance doesn't define you - it's a tool that enables you to live a fulfilling life. That's why we like to work with clients who have a passion to pursue, whatever that may be.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®