About Me

We are a boutique, self-licensed, fee-for-service firm. Working closely with our accounting division I can assist individuals and SME's with holistic tailored strategies in:- accelerated home loan debt reduction - gearing and wealth accumulation - investment properties - investments - tax minimization - estates - superannuation including self-managed super (SMSF) - risk mitigation - cash flow, budgeting and banking structures. I have completed a Bachelor of Commerce majoring in Financial Planning and Investments from Griffith University (2006), and FAAA CFP Professional designation.