About Me

I commenced working in the banking and financial services industry in 1980. Throughout the years I held a variety of positions that fostered a passion for helping clients grow and protect their wealth. This lead me to completing my Diploma of Financial Services and starting my career as a financial planner in 2006.I believe it is important to consider all facets that make up an individual’s financial “big picture”. To thoroughly and thoughtfully consider my client’s goals and circumstance and then to offer advice or strategy that reflects their very best interest.I get the most satisfaction from working with clients that have entered retirement or that are nearing this phase of their lives. Retirement can be considered a stressful or overwhelming transition for some, but my approach is to ensure that an individual’s needs and requirements are met to ensure they make the most of what they have worked so hard to achieve. I aim to make the critical time in their financial life as simple and stress-free as possible. Advice and Services: Retirement Planning, Investment Planning Superannuation including Self-Managed Super Funds, Insurance & Risk Planning Life, Disability & Trauma Insurance, Income Protection Estate Planning Credo: “Thorough preparation makes its own luck”.