About Me

Fundamental to my advice is open communication with clients. Combined with strong theoretical and extensive practical knowledge, this provides my clients with confidence in the handling of their financial affairs.My priority is to obtain full information about each client's situation with a view to advising on both structure and strategy. Since 1998, I have specialised in the area of individual private wealth, incorporating financial planning, stockbroking, superannuation, retirement planning, income enhancement strategies and derivatives. I believe that the best outcomes are achieved by actively managing client portfolios.I am a partner of the Morgans Milton office and I hold a Bachelor of Commerce, Diploma of Financial Planning, Master of Business Administration (specialising in Financial Planning) and I am a Certified Financial Planner.