About Me

I have over 20 years experience working within the Financial Advice Industry. My objective is to engage in a long-term relationship with my clients as their trusted adviser. My promise to clients is to be their 'virtual CFO' and to shadow them through different phases of their life. My existing clients utilise my experience as a reference point for all financial decisions. My clients receive independent, unemotional and unbiased advice.I provide clients with specialist advice in the following areas -Superannuation Structuring (including SMSF's)Taxation Minimisation PlanningInvestment Strategies Asset Protection & Insurance Advice Retirement Planning & Financial Modelling Debt & Cashflow Management Estate Planning