About Me

I began my Financial Planning career in 2003 and have built an enviable reputation as a caring and knowledgeable practitioner. I am a Certified Financial Planner (CFP) – one of the highest designations in the financial planning profession – and have a strong focus on providing advice to pre-retirees and retired clients, specialising in Centrelink and Aged Care strategies and am a SMSF specialist adviser.

I have both practical and technical experience across a diverse range of complex strategies and continue to maintain professional memberships with the Financial Advice Association Australia (FAAA) and the SMSF Association.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®