About Me

I have been involved in the financial services industry for over 25 years, and derive a great deal of satisfaction from helping people achieve their financial and lifestyle goals. My background within financial services has been deliberately diverse, enabling me to understand the many different facets of a clients financial situation. I pride myself on offering a high level of personal client services, and will not compromise on quality.

Areas of Focus

  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Cobalt Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®