About Me

Do you feel out of control when it comes to money and financial decisions? Are you overwhelmed with the amount of information out there?Our personal finances are a complex area of our lives. I see my role as trying to bring order to this important area to free up your time to focus on the more important things; family, friends and community. My role is to help you regain control over your finances and restore your peace of mind. I can provide the confidence you are seeking. I have 27 years experience in finance. The first 18 was spent working in various roles in Westpac and NAB. Since 2003 I have been working in the Financial Planning area (with 15+ years as a business owner).

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®