About Me

Having spent majority of my professional career of my life in financial planning, my current role is to work with NSW Public Sector Employees assisting them with their complex retirement planning needs.This includes and not limited to, reviewing their SASS, SSS, PSS, CSS, PSSAP, FSS, State Plus and other Complex Defined Benefit Schemes. Addressing all of their Retirement, Personal needs, investment Needs.My Client Value Proposition is:~ To Provide Truly Objective Leadership Advice with a simplified and structured approach.~ To Uncover and Explore what the most important things to you and your family~ To assist you in your plan to succeed while avoiding any unexpected Pot-Holes of life~ To be the One point of contact regarding all of your retirement needsCurrent Achievements;*Winner of Sammy Award from First State Super CEO Hon. Michael Dwyer*In the recent fulfilment of the requirements of Master of Financial Planning:• Achieved Distinction in Research Proposal in Client Engagement - Role of Financial Adviser in Retirement Planning• Achieved Distinction in Client Engagement Levels