About Me

I am a highly experienced and knowledgeable Financial Planner with over 18 years of experience in financial advising and has worked for various organisations such Zurich, TAL and boutique financial planning firms. I specialise in creating personalised financial strategies to help current and prospective clients achieve their long-term financial goals, combined with a deep financial expertise in Defined Benefit Schemes (DB) and commitment to providing exceptional client service.
I have proven track record and experience of guiding clients through the intricacies of DB scheme, including their unique benefits and the regulatory landscape governing them. Through this extensive knowledge I am able to craft personalised pre-retirement and post-retirement strategies that integrates various defined benefit (DB) schemes including PSS, SASS, SSS, CSS, Military Super & local government DB schemes within the broader superannuation system.
I have delivered numerous educational seminars in the past and has worked with current and former government employees, defence force personnel as well as serving & retired members of the police force as clientele, helping them make informed financial decisions that aligns with their long-term financial goals and enhanced retirement outcomes.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Interprac Financial Planning Pty Ltd