About Me

With over 25 years of dedicated experience in the financial services industry, I have honed my expertise in helping clients achieve their financial goals and objectives through simple, effective strategies. Since 1996, I have worked across a range of financial institutions, from small firms to large organisations, bringing a wealth of knowledge and insights to my role as a financial planner.

I specialise in pre-retirement and post-retirement planning, offering personalised advice tailored to each client's unique circumstances. My qualifications include a Bachelor of Commerce with majors in Accounting and Finance, a Graduate Diploma in Financial Planning, and certifications as a Certified Financial Planner and Aged Care Accredited Specialist.

Having advised thousands of clients throughout my career, I am committed to providing exceptional financial planning services that empower individuals to secure their financial future with confidence. Whether you are approaching retirement, navigating the complexities of post-retirement or needing to enter aged care, I am here to guide you every step of the way.