About Me

I have a young family and have been an investor in residential and commercial properties, direct shares and managed funds for over 20 years.
I am a hands-on investor turned adviser.
My special area of interest is helping young families to:
* Get a competitive home loan and investment loans.
* Protect family incomes from death or critical illness/injuries so you can maintain your present lifestyle.
* Accumulate family wealth.
I am passionate on investments. Each investor is unique in experience and knowledge. I will tailor a plan with strategies that suit your needs, whether it's investment loans, trusts, managed funds or super. Please contact me for a no-obligation consultation to see if I can add value.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Akumin Financial Planning Pty Limited