About Me

I’ve been a dedicated financial planner since 2007, with my career in financial services beginning in 2003. I built my foundation in retail banking before transitioning into financial planning, gaining extensive experience with top-tier organisations such as Westpac, Suncorp, and Commonwealth Financial Planning.

In 2019, I became a Certified Financial Planning Practitioner.

My passion is helping clients at every stage of life—whether you're just starting out, building wealth, nearing retirement, or enjoying retirement. I believe in building strong, trusting relationships to help you make better financial decisions and achieve the best possible results.
Known for simplifying complex financial concepts, I specialise in Aged Care, Gearing, Margin Lending, SMSFs, and Direct Shares.

I’m committed to helping you build your wealth and achieve financial success.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Advice fees
    Advice Fees From $2,800
CERTIFIED FINANCIAL PLANNER®