About Me

I have 20 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in highly-respected firms within each industry.

I’m passionate about building long-term relationships with clients, and I take great delight in helping clients achieve their financial goals.

I enjoy working with clients from all walks of life, although I have developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth.

I provide holistic financial advice and have specific expertise in investment management and self-managed superannuation funds.

I'm fortunate to work with a wonderful group of existing clients, although I have capacity to assist more clients so feel free to get in touch to discuss how I may be able to assist you in achieving your goals.