About Me

I specialise in working with individuals and couples who are over 50 and leading up to or already in retirement. Retirement can be a time of both excitement and uncertainty. With my support and expertise, you can navigate it with confidence, knowing that you have a trusted partner by your side. Whether you’re adjusting to a new routine, exploring new opportunities, or simply enjoying the freedom of retirement, I take the time to understand your aspirations and prepare a personalised retirement plan just for you..

I am a CERTIFIED FINANCIAL PLANNER® and have a Master of Applied Finance and Graduate Certificate in Finance from Charles Sturt University, along with an Advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning).

I am a strong believer in contributing to my local and professional communities and I am currently a member of the Policy and Regulations Committee of the Financial Advice Association Australia (FAAA). I have also previously held the following positions:
- Chair of the Financial Advice Association Australia (FAAA) Riverina Chapter
- Ambassador for the Future2 Foundation
- President of the Estella Public School P&C Association
- President of the Estella Progress Association
- Chair of the Wagga Wagga City Council Australia Day Community Committee

Outside of work, I enjoy spending time with my wife and two young children.