About Me

As a financial adviser with extensive experience in financial markets, I bring a unique and innovative approach to financial planning and investment strategies. I think outside the box which allows to identify unconventional opportunities and craft personalised solutions that align with my clients' long-term goals. With a deep understanding of market dynamics, risk management, and emerging financial trends, I excel in navigating complex financial landscapes. My holistic perspective ensures that every decision is not only data-driven but also tailored to fit the nuanced needs of each client, ultimately fostering financial growth and stability.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Convergence Wealth Holdings Pty Ltd