About Me

I often get asked "WHY am I a financial adviser?" It's because I like to be part of my clients' pathway to financial freedom and using my expertise to help them create the lifestyle they desire. Being part of that journey is what drives me!

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Astute Planning Services Pty Limited
CERTIFIED FINANCIAL PLANNER®