About Me

I am a Certified Financial Planner (CFP) and am also in receipt of the Life Risk Specialist (LRS) insurance designation. I am an active member of the Financial Planning Association (FPA) and hold a Bachelor of Commerce degree (Dean’s Scholars Program). I have worked in the finance industry for the past twelve years, ten of which I have been licensed to give financial advice as an Authorised Representative of an AFSL holder.Boston Private Wealth is a business who designs and manages investment portfolios for family offices, SMSF's, individuals and companies, with a focus on fostering long-term, trusting relationships with our valued clients. We also aim to protect client wealth via the use of appropriate personal insurance policies. I am authorised to provide services covering personal advice and dealing in financial products in the specialised areas listed below: • Deposit and Payment products • Direct Australian & International Equities• Interests in Managed Investment Schemes • Superannuation • Property Investments • Approved Deposit Funds • Traditional Annuities and Pensions • Market-linked Annuities and Pensions • Life Risk Insurance Products • Investment Life Insurance Products • Self-Managed Superannuation Funds • Gearing/Margin lending