About Me

I am a Director of Portfolio Professionals and have a wealth of experience, having commenced in the financial services industry in 1996.I have a passion for planning and helping clients which has driven me to form Portfolio Professionals. I strives to help clients empower themselves with strategies and advice that makes sense.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By My Super Future Pty Ltd
  • Advice fees
    Advice Fees From $3,500
CERTIFIED FINANCIAL PLANNER®