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About Me

25 Years experience providing financial planning advice to business owners, in close consultation with in-house lawyers and accountants for reliable outcomes.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Ascendia Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • The Financial Advice Association Australia acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.
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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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