About Me

I have more than twenty year's experience in the financial services industry - in both Taxation and Financial Advice. In that time I've worked for some of Australia's highest quality professional services organisations. I've also been admitted as a CFP® professional (Certified Financial Planner) and am a CA (Chartered Accountant) – two of the highest recognised designations in the Financial Advice and Accounting fields.

I enjoy working with individuals and couples who are looking to partner with a high quality, experienced professional who will put them first. This includes reviewing all of the key aspects of their financial world (including but not limited to their cash flow needs now and in retirement; lump sum planning; superannuation product and strategy considerations; investment of their personal, superannuation and entity funds; estate planning; life based insurances; income tax; social security options; etc) and the creation of a plan which will have each of these aspects working in harmony to achieve their goals and objectives. Where appropriate, this may include the introduction or refinement of existing investment structures including the Family Trust, the Investment Company and the Self-Managed Superannuation Fund.

Aside from providing technically sound financial advice, I appreciate working with individuals who would like to have a relationship “beyond the numbers”. I feel it's important to have this relationship with my clients because it's in these conversations that we begin to understand the things that are important and in turn shape the direction we should take.