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About Me
I enjoy working with families and couples to help them make excellent financial decisions and make the most of their financial situation in the years leading up to and during retirement. I have broad experience during 20 years for financial planning strategy and a strong understanding of more complex areas such as SMSF, company and trust investment and direct equities.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 20 Years -
Licensed By Findex Advice Services Pty Ltd
