About Me

Making the complex simple is a key aspect of my role. I provide a road map for your future that will give you peace of mind and I will work with you to ensure you stay on track. I can assist in all aspects of financial planning.I can offer advice and answer questions on:- Retirement and Pre-retirement planning- Superannuation (including SMSF)- Personal Insurance- Investments- Taxation- CentrelinkThere is no charge for the first appointment.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Count Financial Limited
CERTIFIED FINANCIAL PLANNER®