About Me

After an career in finance, small business, and agriculture, I commenced as a Financial Planner in 2010, working predominantly with the clients of Public Accountancy Practices. I have an Advanced Diploma in Financial Planning and a Degree in Rural Management. I deal with a wide range of clients, but the majority are self-employed small business operators, teachers/medical and other professionals, and pre, or early retirees. In advising my clients, I seek to apply a practical experience across money management, risk, and wealth creation techniques. I have a clear understanding of the issues facing the self employed, along with challenges and risks of working and raising a family.
My role at its core, is to assist our local community members to grow and protect their wealth and provide them with a local and trusted adviser along the way. I live and work on the Atherton Tablelands.