About Me

We are a boutique, self-licensed, fee-for-service financial planning firm, committed to delivering high-quality, tailored advice. By working closely with our in-house accounting and finance division, I'm able to provide integrated, holistic strategies to individuals and small business owners.

I hold a Bachelor of Commerce, majoring in Financial Planning and Investments (Griffith University, 2006), and am a Certified Financial Planner® (CFP®) with the Financial Advice Association Australia (FAAA).

My areas of expertise include:
-Accelerated home loan debt reduction
-Investment strategies and wealth accumulation
-Gearing and investment property advice
-Superannuation and SMSFs
-Tax minimisation strategies
-Estate planning
-Risk mitigation and insurance
-Cash flow optimisation, budgeting, and banking structures

To learn more about how we can support your financial goals, visit our website.