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About Me

Specialising in quality retirement and wealth accumulation advice to SMSF members and trustees. Specialising in strategies aimed at small business owners looking to make their money work as hard for them as they do for it.

Areas of Focus

  • Aged care
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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