About Me

I am an experienced Financial Planner who provides services to Medical Specialists. We offer a bespoke service to our clients, as their desires, ambitions, wants and aspirations vary substantially. We work with Specialists working in the Private and Public system, employees, contractors and business owners.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Whost Pty Ltd
CERTIFIED FINANCIAL PLANNER®