About Me

Providing caring and professional Financial Planning advice for over 25 years. We specialise in the areas of :-Retirement planning-Investment planning-Superannuation + Self Managed Super Funds-Debt reduction strategies-Tax planning-Redundancy planning-Centrelink planning-Estate Planning, Qualifications: CFP; B.Com; B.Juris.; J.P

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 27 Years
  • Licensed By
    Licensed By Matrix Planning Solutions Limited
CERTIFIED FINANCIAL PLANNER®