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
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 31 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
CERTIFIED FINANCIAL PLANNER®