About Me

I am a Certified Financial Planner, who is passionate about guiding clients towards their long-term financial dreams and making their financial aspirations become a reality.

Drawing on over two decades of experience in the financial services industry, I am no stranger to the complexities of financial services. I have previously managed and operated my own financial planning practice as well as been a Senior Financial Adviser with leading financial groups. These positions have brought with them a wealth of knowledge.

My expertise lies in developing personalised strategies that empower clients to build and safeguard their wealth while paving the way for a secure and comfortable retirement.

My specialties include:
- Holistic Financial Planning
- Wealth Creation, Protection, Preservation and Transfer
- Personal and Business Risk Insurance
- Salary Packaging and Cash Flow Management
- Debt Reduction, Recycling and Gearing
- Investments, Separately Managed Accounts, Managed Discretionary Accounts, Direct Shares, Super and Income Streams
- Self-Managed Superannuation Funds
-Pre and Post Retirement Planning
- Centrelink, Social Security and Age Care
- Estate Planning and Integrational Wealth Transfer