About Me

I have been working in the financial planning industry since 2001 and can provide financial advice in all or any of the following areas:> superannuation> retirement planning> wealth creation> investing and tax-effective strategies> regular savings> education funding> debt management> insurance> aged care (specialist adviser)> estate planning

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
CERTIFIED FINANCIAL PLANNER®