About Me

Having worked in the financial services industry for over 20 years I have built extensive experience in financial planning and pride myself on working closely with my clients to understand their unique needs and objectives. With an intricate knowledge of superannuation, retirement planning, wealth accumulation and personal risk protection, I helps my clients to examine the full context of their financial situation, and draw upon my strong technical background to build comprehensive wealth management strategies.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 23 Years
CERTIFIED FINANCIAL PLANNER®