About Me

I am the Owner and Principal Adviser of Defined Financial Advice a boutique financial advice practice. I have over 15 years’ experience and have provided advice to over 500 clients. I hold a Master of Financial Planning, Bachelor of Applied Finance, Bachelor of Accounting, and a Diploma of Australian Tax Law. I am a Certified Financial Planner (CFP) ® and a Chartered Tax Adviser (CTA). I am an expert in investment, super and retirement planning advice with substantial experience in defined benefit super schemes.I believe in providing advice that is smart-thinking, straight-forward and cost-efficient with a client-first attitude.

www.definedadvice.com.au