About Me

I am a sales, marketing and management professional with over 30 + years' experience in Banking/Finance/SME's, Direct Sales, Publishing and Financial Planning. I've been married/divorced with 5 children, mine, yours and ours. 4 out of the 5 are personal bests. I've been both employee and employer and run my own businesses in the past. I have all the relevant qualifications including a Commerce Degree majoring in Management and Marketing.

What I do.

I am a financial adviser, working with people from all walks of life and businesses. I love helping people to achieve their financial goals whatever they may be. It could be helping someone build together a deposit, cash flow management, pay off the mortgage sooner, sort out debts, protect what they have, retirement planning and the list goes on.

What are the outcomes of what I do?

I help people to have money, whether that is to fund their children's education, an overseas holiday or prepare for retirement and everything in between. I do this by developing cutting edge strategies to improve their current financial position, give them certainty around their future & increase the value of their assets.

Areas of Focus

  • Estate planning
  • Life/personal insurances
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Picture Wealth Advisory Pty Ltd