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About Me

Having worked in the Financial Planning industry for 21 years in various positions. I have been an adviser now for 10 years and started with Mercer in 2014 and predominantly work with pre retirees and retirees.

Areas of Focus

  • Aged care
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 17 Years
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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