About Me
I have worked in the financial services industry since 1990 and became a financial adviser in 2003 when I commenced my own practice. I am passionate about providing quality and affordable advice services. I strongly believe that financial services should be available and affordable to people of all walks of life and situations, not just a few. I take great pride and enjoyment from helping my clients put in place customised insurance, super and investment arrangements. My clients are individuals, families and business owners and I offer annual reviews so they can keep in touch with both what they have and what might need changes as their circumstances change over time. Our firm's motto reflects our goals in helping our clients - we believe that if you are "better informed" then you are "better protected" financially.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 26 Years
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Licensed By Fortnum Private Wealth Ltd