About Me

I am a Senior Adviser & Director at Liquidity Independent Advisers. I proudly provide unbiased professional & bespoke advice, solely with your needs in mind. Being independent is rare. We do not accept any commissions or referral fees from products or other professionals such as Accountants, Lawyers, Mortgage brokers etc. We operate purely on a fee for service basis.

I have been a Financial Adviser since 2006, and have acquired extensive technical knowledge & experience through a broad range of organizations.

I generously sharing my knowledge & guiding my client’s through the ever changing economical & legislative landscape.

I enjoy building relationships with my client’s, which then enables me to get a comprehensive understanding of my client’s needs & aspirations.

My strengths are my ability to simplify the complex, by listening intently & working closely to focus on my client’s needs. In all my client interactions, I always strive to communicate in an easy-to-understand manner.

My advice & strategies always focus on my client’s needs, with the aim to take advantage of opportunities, which will be of benefit.

Opportunities such as –

- Bespoke, individual & tailored financial advice

- Professional opinion & guidance managing your self-managed super fund

- Utilising the superannuation environment to build wealth for retirement

- Using surplus cashflow to save in a tax effective manner & accumulate wealth

- Help manage cashflow & capital to achieve lifestyle goals

- Invest to reduce risk & grow wealth in line with your needs, experience & comfort levels