About Me

I am passionate about financial education and assisting my clients to take control of their financial future. Whilst my office is conveniently based in Ryde I am often on the road travelling to meet my clients who are based far and wide all over the greater Sydney area. Some of the clients that are often referred to me include independent women, time poor executives/clients, people thinking of and talking about retirement or perhaps they are or have family members preparing to enter aged care. If you are looking for a trusted financial adviser to speak to please don't hesitate to reach out directly - I would be more than happy to assist.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®