About Me

I am a Certified Financial Planner® with over a decade’s experience in financial planning. I provide advice on goal setting, superannuation, investment strategies, listed securities, tax and cash flow management, retirement planning, estate planning and risk management. I hold a Bachelor of Applied Finance, a Diploma and an Advanced Diploma of Financial Planning, and my CFP® Certification, which represents the highest financial planning designation worldwide. If you would like to know more, please reach out over the phone or via email and we can book in a complimentary first meeting to see if financial advice is appropriate for you.