About Me

I have over 20 years of experience in assisting clients growing and securing wealth. Worked as financial planner since 2013, experiences in boutique practice and large corporates. Spent over 10 years previously in stockbroking and corporate finance.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®