About Me

As a dedicated financial planner, my focus is on helping clients bring forward their retirement and ensure they are well-prepared for this important life transition. I specialise in retirement planning, guiding individuals and families through the steps necessary to secure their financial future, optimise their wealth, and achieve financial independence earlier than anticipated.

At the core of my practice is a commitment to our core values: the client comes first, we play with a straight bat, and you can take comfort in knowing you will be looked after by Solace Financial. I understand that each client has unique goals and challenges, which is why I offer tailored strategies that align with your specific vision for retirement. Whether it's maximising superannuation contributions, optimising income streams, or minimising risk, I work closely with you to develop a comprehensive plan that addresses both your immediate needs and long-term aspirations.

In addition to retirement planning, I bring strong expertise in body corporate investments, where I help clients improve sinking fund returns, reduce levies, and increase property value. My firm operates with a holistic approach, offering specialised advice in areas like aged care and financial planning for major life events such as divorce or separation.

As a proud member of the Financial Adviser Association of Australia (FAAA), I adhere to the highest professional standards and believe in continuous learning to stay ahead of industry trends and regulatory changes. My mission is to provide clients with a clear path to retirement and financial security, based on sound advice, trusted relationships, and a client-first philosophy.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Sfds Pty Ltd
CERTIFIED FINANCIAL PLANNER®