About Me

I'm a Director and Senior Financial and Risk Insurance Advisor at The Peak Partnership, a multi-discipline practice at Upper Mt Gravatt. I manage a diverse client portfolio; from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.I enjoy working with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future. Whether it's a simple savings plan or a complex investment and wealth protection portfolio, my purpose for every client is to deliver ADVICE, CLARITY, DIRECTION.

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Professional Investment Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®