About Me

I am a member of the FPA and Certified Financial Planner with over 20 years experience. I am passionate about helping our clients gain a sense of security that comes with knowledge and having a plan to work with them and share the journey towards achieving their financial & lifestyle goals.

Areas of Focus

  • Debt management
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Merit Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®