About Me

+ Business owners &
professionals
+ Hight net worth individuals
Ambitious and
successful business
owners with goals
they want to
achieve. Looking for
a partner to help
them get financially
organised
+ SMSF advice
+ Trusts
+ Investment advice
+ Business
succession
+ Risk insurance
+ Estate planning

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Fitzpatricks Private Wealth Pty Ltd