About Me

I listen and understand my clients goals and objectives. I then create and implement strategies that help maximise the probability of them achieving their desired outcomes. I am passionate about helping people meet and achieve their financial goals. I have an excellent ability to translate financial complexities into palatable concepts. Outside of work, I am married with two beautiful girls who are the centre of all my decisions. I love to watch and participate in all varieties of sport.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
  • Advice fees
    Advice Fees From $4,000
CERTIFIED FINANCIAL PLANNER®