About Me

My goal is to provide clients with sound financial advice and make informed decisions, save time and assist with complexity. I provide holistic advice that can that incorporate investments, superannuation and self-managed super funds (SMSF), retirement planning, family trust and company structures, salary sacrifice, corporate share plans, insurance, projections and goal tracking. I have more than 17 years’ experience within the financial planning and accounting professions, offering advice to individual clients.