About Me

I have over 18 years experience in the financial services industry. I am a Certified Financial Planner and hold a Bachelor of Business degree with a double major in Finance and Marketing from the University of Technology, and a Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia.I have been a practising Financial Adviser for over 9 years. I use client-focussed planning strategies to help meet the lifestyle goals and objectives of my customers through the provision of pertinent and detailed strategic advice. Areas of specialisation: Holistic lifestyle goal orientated advice, retirement planning, long-term wealth creation strategies, wealth and family protection.