About Me

I am the Principal of Newport Financial Group. With over 20 years’ financial services experience, I specialise in Retirement Planning, SMSF, Active Portfolio Management and Lending. Since becoming a Certified Financial Planner™ in 2004, I have taken a holistic yet tailored approach with each and every one of my clients. In addition to implementing bespoke financial plans, I help identify financial goals, influence spending behaviour and, ultimately, drive financial freedom. What do we do?At Newport Financial Group, we partner with our clients for the long term – spanning into retirement. A deep analysis into one’s financial state, career path and lifestyle ensure that we have a full understanding of you and your goals. Together we work towards achieving them. As part of our services, we assist in navigating the numerous legislative changes, provide advice on investments, protect against financial market volatility, and arrange Home, Investment or Business Loans. We provide a tailored investment portfolio service, whereby we actively and regularly review your investments (Direct Shares &/or Managed Funds). With a background in competitive cycling and a passion for financial markets, I look to achieve the best outcomes for my clients.