About Me

I have been an Authorised Financial Planner for 14 years and no plans to slow down. I will provide you with a rewarding and exciting experience by exploring your current situation and assisting you in discovering what is really important to you personally and financially. I will help to articulate short, medium and long-term goals that become the foundation of my advice. With an agreed ongoing service standard, we will work as a team to achieve the goals you set. I value a strong client/planner relationship.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Clarity Financial Services Pty Ltd