About Me

I live by the concept "Pay it forward" and I use this value set in my daily practice where I focus on educating individuals and family's about all financial matters. I ensure I take the time in the early stages to explain concepts so I can empower and provide confidence in my clients financial future.

I deal a lot with the following:
- people in the stages of building the financial foundation such as cash flow management, savings, investing and protection packages
- people looking to maintain or tweak their financial position in relation to managing debt, investments, Super/SMSF/ protection package and managing their estate
- people soon to retire or have retired and need assistance ensuring their standard of living can be maintained, reviewing best investments and structures for their retirement and optimising Centrelink benefits

Lifespan is a family business which symbolises that we stand for transparency, being truthful and always professional. The financial services industry has a lot to consider but having a team to trust and rely on to say it as it is everything. To know that your adviser will give unbiased and researched advice with your best interest at heart should be comforting. I can't say that I know everything but I can damn well say that I care and will do my everything to help you achieve what you want to achieve. I have studied for over 5 years post grad to complete my Certified Financial Planner accreditation and continue to study so that I can be the best prepared for any situation. I look forward to meeting you to assisting you with your financial journey.

Outside of work I am passionate about anything sport (these days mainly tennis, table tennis and golf) and spending time with my young family. I am basic not fluent with Cantonese and I see clients all over Sydney, Dubbo/Orrange and Cairns/Townsville.