About Me

I believe the best outcomes are achieved through active portfolio management and close collaboration to help you reach your financial goals and support your ideal lifestyle.

My priority is to gain a comprehensive understanding of each client’s unique circumstances, enabling me to provide tailored advice on both structure and strategy. Since 1998, I’ve specialised in individual private wealth, with expertise spanning financial planning, stockbroking, superannuation, retirement planning and income enhancement strategies.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Morgans Financial Limited
CERTIFIED FINANCIAL PLANNER®