About Me

I am a highly ethical, experienced and professional adviser who has been helping clients achieve their life goals for over 23 years. My clients have a sense of security that comes with having a long-term relationship based on trust, working together to build a financial plan with real and achievable goals, sharing their journey towards achieving them and keeping pace with change. I am a Certified Financial Planner (CFP) with the Financial Planning Association of Australia as well as holding a Diploma of Financial Planning, a Medical Science degree with Honours and a PhD. I am highly passionate about helping my clients achieve their goals now and into the future.

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Merit Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®