About Me

I am a certified financial planner with expertise in intricate health and disability matters. Together with my team, we provide guidance to individuals facing choices after experiencing illnesses or disabilities, including medical retirement planning. Our assistance spans accessing various forms of support and benefits, as well as managing overall estate affairs. Nationally recognized for excellence, I've earned top honors in both the financial planning and disability domains. Additionally, I hold positions as a director within the Financial Advice Association of Australia and as a Trusts & Estates Practitioner (STEP, London).

In addition to these accomplishments, I specialise in establishing Special Disability Trusts and protective trusts, offering a comprehensive range of solutions for individuals and families. Furthermore, my expertise extends to providing expert witness reports, contributing to legal proceedings and decision-making processes in matters involving health, disabilities, and financial planning.