About Me

I help my clients to take control of their finances and make smarter choices with their money. As a result they have greater peace of mind in their total financial well-being and are more confident that they are on track with achieving their financial and lifestyle goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Professional Investment Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®