About Me

As a Financial Planner, I assist people with identifying their goals, needs and objectives, and develop strategies to achieve these objectives by using my knowledge, skills and ability to produce comprehensive financial planning advice in accordance to the FPA's financial planning processes. I assist people with managing the challenges and opportunities presented at the various stages of life. During this journey I develop long lasting relationships and become a trusted source for financial advice. Specialties Retirement Income, Portfolio Construction, Investment Strategies, Portfolio Management, Risk Management, Debt Restructuring, Superannuation, Pensions, Transition to Retirement Strategies, Social Security, Wealth Protection, Savings Plans, Stock Market Trades, Estate Planning, Life Strategy Management, Insurance.