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About Me

I am an experienced advice leader helping relatively high income or wealthy people attain and maintain financial independence.

Areas of Focus

  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Years of Experience
    Years of Experience 30 Years

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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