About Me

I have over 30 years experience in Chartered Accountancy, Investment Banking and Financial Advising exclusively for High Net Worth Clients. I can provide tailored solutions for your financial position ensuring the best financial structures and investments are utilised to achieve the optimum after tax net result.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Shaw And Partners Limited
CERTIFIED FINANCIAL PLANNER®