About Me

I have worked in financial services for over a decade, and have spent the last 8 years providing personal financial advice to retirees and pre-retirees. First and foremost, I love getting to know my clients and helping them make great financial decisions. My goal is to always make my clients feel supported, understood, and comfortable to share what is most important to them. I am committed to delivering outstanding advice, with the primary purpose of making a meaningful, positive difference in the life of every client I work with.

Areas of Focus

  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Tynans Pty Ltd
CERTIFIED FINANCIAL PLANNER®