About Me

Providing strategic advice and portfolio management services in a range of areas including Australian shares, bonds, cash and fixed interest, international shares, managed funds, exchange traded funds, initial public offerings and other capital raisings. Specific areas of expertise include superannuation (including Self-Managed Super Funds), retirement planning, the age pension, wealth creation and protection strategies.

Areas of Focus

  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd