About Me

I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.With more than 15 years experience in the financial planning industry, I have developed a comprehensive range of skills that takes the difficulty out of planning for your future, whether this be identifying your financial goals or developing the solution to get you where you want to be. I specialise in aged care, retirement planning and personal risk protection advice.I adhere to a disciplined investment framework using a broad network of quality investment and economic information. I will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Morgans Financial Limited