About Me

We advise on: Superannuation; Pensions and Annunities; Retirement and Redundancy Planning; Financial Planning; Self Managed Superannuaiton Funds; Centrelink/Veteran' Affairs; Aged Care; Managed Investments; Separately Managed Accounts; Exchange Traded Products; Investment Bonds; • Life, TPD, Trauma Business and Income Protection Insurance; Estate Planning; Special Disability and Testamentary Trust Investments and Returning Australians to retire with overseas investments

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 40 Years
  • Licensed By
    Licensed By Continental Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®