About Me

Since completing my Masters of Financial Planning at the beginning of 2019 I have been working for Stanford Brown in North Sydney.
Prior to my work in Financial Advisory I was a qualified Accountant working in both London and Sydney. I pride myself on hearing the specific needs of each client and responding with the right strategies to best meet their needs now and into the future.

Areas of expertise:
- Strategic long-term wealth creation and preservation.
- Managing tailored investment portfolios for HNWs.
- Planning for retirement and life after full-time work.
- Tax effective investing; including Self-managed Superannuation Funds, Investment Bonds, Proprietary Investment Companies & Family Trusts.