About Me

I am committed to helping clients improve their financial wellbeing by providing tailored financial planning solutions.

I advise clients on a broad range of financial planning matters including tax structuring, superannuation, investment strategies and life insurance (wealth protection).

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Mcpherson & Associates Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®