About Me

I am a Financial Planner and Estate Planning Specialist with over 19 years of international and Australian experience in managing and creating wealth through estate and financial planning, asset protection and international corporate structuring for clients and their families from different countries and backgrounds. I am multilingual, with qualifications in financial planning, estate planning, corporate governance and international business.I enjoy building and maintaining genuine and honest relationships and assess each client’s unique financial situation and lifestyle goals, in order to advise on solutions most suited to their individual needs. I have a passion for finance and investments and my goal is to continue helping clients improve their financial situation and achieve their objectives. Key areas of advice include:Cash Flow Analysis and Budgeting | Savings Plans | Debt Management | Superannuation | Insurance and Wealth Protection | Investments & Wealth Creation | Retirement Planning | Salary Sacrifice | Estate Planning & Philanthropy

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd