About Me

I have been working in the FinancialAdvice Profession since 1993, starting in the family business, Financial Horizons, helping individuals to understand what they can do to create a better financial future for themselves and their families. Over time I have made it my passion to make a real difference in my clients' lives. I don't just advise my clients; I walk with them across the pit of uncertainty and help them to navigate through their changing financial and life stages. Financial Advice is more than just numbers and spreadsheets... It's about being passionate about clients, valuing relationships and living by honesty and integrity.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 31 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd