About Me

With over 35 years of experience in the financial services industry coaching and developing advisers and financial professionals on how best to engage and support their valued clients, including 16 years running my own Financial Planning practice, I pride myself on being able to cut through the technical complexities of financial advice and help you not only benefit from expert advice, but fully understand your immediate and future options as well.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Ri Advice Group Pty Ltd
  • Advice fees
    Advice Fees From $440