About Me

Started working in the industry in 1995 for one of Australia's Super and Insurance companies, After a move north, I worked as a practice manager and was trained to be a Financial Planner. The business I worked for closed. I continued to work as a practice manager for various practices, whilst I built my business and experience up after hours. Have now been financial planning wih my local community for over 18 years.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Lionsgate Financial Group Pty. Ltd.