About Me

My goal is to see my clients thrive financially, so they have the security to focus on the aspects of their lives they love the most. I have over 15 years’ experience in the financial planning industry, built across small boutique firms and large institutions, advising various clients including high net worth individuals, business owners, executives, wealth accumulators and retirees. I help my clients by providing financial advice on investment strategies, tax minimisation, superannuation, asset protection, pre-retirement and retirement planning, estate planning, cash flow management and forecasting. I believe that integrity and transparency are paramount to building strong, long-lasting, trusted relationships.