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About Me

It's tough to reach the top of your profession. Now you're on the way, reward your achievements by making sure that your money works as hard as you do. As an expert in your field, you recognize the worth of professional advice. If your busy life means that your finances haven't been getting the attention they deserve, you could be missing out on the opportunity to get ahead now and secure your future. With our help you can get organised, optimise your finance and maximise your ability to create lasting wealth - and we'll keep you on track.

Areas of Focus

  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®