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About Me

experienced planner, particularly in the Business Risk field

Areas of Focus

  • Estate planning
  • Life/personal insurances
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Doctors Financial Services Pty Limited

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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