About Me

My aim is to assist you to meet your financial goals by delivering quality financial services that are appropriate, affordable and understandable. I am a Chartered Accountant and have worked in financial markets and accounting firms for the past 21 years. I hold Bachelor of Business and Master of Applied Finance degrees.Qualifications.Chartered Accountant, designated Financial Planning Specialist.Master of Applied Finance, Macquarie University.Bachelor of Business, Curtin UniversityAssociate, Financial Planning Association of Australia Ltd.SMSF Specialist Advisor TMExperience.Audit Manager for 2 years.Computer consultant for 2 years.Derivative accountant for 3 years.Risk Manager, US merchant bank, for 5 years.Financial Planning 12yearsI can provide advice on:* Investments and strategic asset allocation* Budget and cashflow management* Debt management (including borrowing forpersonal and investment purposes)* Salary packaging* Superannuation strategies, SMSF's and retirement planning* Personal insurance* Estate planning* Centrelink and other government benefits* Ongoing advice and services, including regular portfolio reviewsIn particular we specialise in:Personal superSMSFInvestment portfolio constructionRetirement planningBudget planningDebt managementCentrelink benefitsSalary packagingInsurance (life cover, disability / TPD,income protection and trauma)Estate planningDeposit products