About Me

Qualifications and experience in Leadership, Finance and Human Resource management, I am able to apply my skills to help people reach their long term financial goals, as well as helping business reach commercially favourable outcomes. I believe there is great opportunity within financial services to empower people through client education, understanding and enduring client relationships.

Demonstrated success through client relationship management, combined with a thorough understanding of commercial and personal finance principles, providing the ability to help others and organisations reach their financial goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 12 Years
  • Advice fees
    Advice Fees From $4,400