About Me

I started my career as an Accountant in Sydney in the mid-1980s. I subsequently ventured into the financial services industry in 1993 initially as a stockbroker, then a financial planner since 2002. I hold a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), and accreditation to advise on Self-Managed Superannuation Fund (SMSF). During these years, I have encountered the ups and downs of the financial market. These invaluable experiences have taught me to be prudent when making investment decisions. I enjoy spending my free time with my wife and two daughters. I play squash and swimming to keep myself healthy. As an average guy with a young family, I understand how important it is to plan and protect my most valuable assets - my family.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Golfin Pty Ltd