About Me

30 years experience as an Investment & Superannuation Consultant / Financial Adviser.Industry related qualfications include CFP (Certified Financial Planner), CPA (Certified Practising Accountant) and FFin (Fellow of Finsia). Studies included Bachelor of Business (Accountancy) and postgraduate there after in Finance and Economics.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 32 Years
CERTIFIED FINANCIAL PLANNER®