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About Me

Specialise in providing high net worth clients (and charities) with a very high level of tailored strategic and investment advice on an ongoing basis.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Sira Group Pty Ltd

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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