About Me

Expertise in Wealth and Investment Advisory

I am committed to empowering you with sound financial decisions through:

Unparalleled Expertise: As a holder of the highest designation in financial planning, complemented by a Master’s level education and specialized tax financial advice, I bring advanced technical skills to every client engagement.

Integrity and Leadership: In my role as Chapter Chair for the FAAA and Practice Principal, I adhere to the highest professional standards, ensuring that trust and ethical leadership guide every decision.

Exclusive Partnerships: By collaborating with Shaw and Partners, you benefit from the resources and expertise of Australia's leading private wealth firm, including access to bespoke investment programs designed to meet your specific needs.

With over 25 years of experience in financial services, beginning in 1998 with Discretionary Portfolio Management, I have had the privilege of working with some of the world’s largest financial institutions. My strategic focus on capital preservation drives my commitment to growing and protecting your wealth over the medium to long term. I specialize in serving self-funded retirees, families, and business owners, delivering tailored solutions that safeguard and enhance your financial future.