About Me

I am an advice professional with over 20 years experience. I get great pleasure in seeing client goals achieved - whether they be financial, lifestyle or something unique.
Pentagon Wealth was founded to provide quality advice to clients on the North Coast of NSW. With offices in Port Macquarie, Grafton and Kingscliff we service all areas between and beyond.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
CERTIFIED FINANCIAL PLANNER®