About Me

I work with clients at different stages of life, helping them make confident and well informed financial decisions as their circumstances evolve. Whether building wealth, preparing for retirement or establishing and managing an SMSF, my role is to simplify complexity and provide clarity.

Financial decisions can often feel overwhelming, and I take pride in breaking things down in a way that is practical, structured and easy to understand. Above all, I value long term relationships and guiding clients through life’s financial milestones with consistency, care and integrity.

I hold a Master of Financial Planning and a Bachelor of Commerce in Finance and Accounting from The University of Queensland. As a Certified Financial Planner® professional, member of the Financial Advice Association Australia and SMSF Specialist Advisor® (SSA®), I maintain a strong focus on technical depth, governance and strategic retirement advice, ensuring every recommendation is both thoughtful and robust.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 5 Years
CERTIFIED FINANCIAL PLANNER®