About Me

Senior Adviser at independent advice firm. I primarily help give top performing professionals the gift of time by acting as their personal CFO to manage their financial life and ensure their hard work is building towards financial independence.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Lorica Partners Pty Limited
CERTIFIED FINANCIAL PLANNER®