About Me

“Someone is sitting in the shade today because someone planted a tree a long time ago.” Warren Buffett

I believe in building your wealth steadily, through consistent accumulation and strongly protecting the wealth that you’ve worked so hard to create. I believe in defining client objectives, rigorously developing strategies to meet these objectives and consistently monitoring the objectives so they can be adjusted as circumstances change throughout life. By applying these principles you will in time reach your objectives and be able to enjoy the fruits of your perseverance and consistency.

I have over 15 years’ experience in Corporate Finance and Financial Services. My experience includes Financial Advice, Investment Analysis, Strategy Development, Executive Management and Lecturing in Finance at University of Queensland. My passion is helping people reach their potential and realise their financial objectives sooner. I do this through thorough research & analysis and through rigorous & consistent implementation.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd