About Me

I believe that anyone can have a wealthy life if they have a “can do” attitude and a set of purposeful goals. My experience in financial planning ranges across accounting, small business advisory and funds management. I hold a Bachelor of Commerce with a major in Accounting, as well as a Diploma of Financial Planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Climb Wealth Pty Ltd