About Me

My role as a Wealth Adviser involves managing and building a base of clients by delivering holistic financial advice, specifically tailored to each individual client’s needs and aspirations. With no affiliation with any banks or product providers, my focus is on providing strategic and ongoing advice on a range of areas to ultimately place my clients in a better situation. I am equipped with the technical and personal skills to ensure my clients are on the path to success. I am dedicated to ensuring my clients are on track to meet their goals and I consistently strive to achieve the best possible outcome. My holistic approach involves an appraisal of the entirety of a client’s situation before tailoring advice that will fulfil their personal aspirations. I work closely with my clients to provide advice on investments inside and outside of superannuation, personal insurance, and other strategic planning to help manage tax liabilities, plan for retirement or manage the transfer of wealth to the next generation. I am particularly skilled in the area of personal insurance and have demonstrated a high level of value-add with clients and referral sources.