About Me

I’m a passionate believer that the right financial advice can make a real and positive difference to all those that seek it.

Committed to dispelling the myths and misconceptions surrounding the financial planning industry, I enjoy working closely with my clients to help them make the often-complicated world of finance, a not so daunting notion. I am here to listen and understand your goals and concerns and help present a holistic view of your situation, with the end result being a plan we can work towards together.

Finding someone you can trust with something as important as your family, finances and future can be difficult, which means being honest, transparent and a friendly face is the way in which I approach every client interaction.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd