About Me

Self licensed and independently owned. Have been providing advice to clients for over 40 years and I still love assisting clients achieve their financial goals and help them make good financial decisions.. It's been an amazing journey with many clients becoming very good friends through the years. I look forward to helping you make good and well informed financial decisions to meet your financial goals.

Areas of Focus

  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 39 Years
  • Licensed By
    Licensed By Mosaic Wealth Advisers Pty Ltd