About Me

I have worked in the Financial services profession since 1990 and as a Financial Adviser since 2000. My qualifications include the Graduate Diploma of Financial Planning and the internationally recognised Certified Financial Planner qualification. My vision is to discover my clients’ specific financial and personal requirements and provide friendly, supportive and expert solutions to help them achieve their goals and make some smart choices around their financial strategies. In my business I prefer to have a relationship with my clients and not just offer them transactions.