About Me

My primary objective as a Certified Financial Planner is to help simplify the perceived complexities of plotting a financial road map and to assist people achieve their financial and lifestyle goals. I have been involved in the Financial Services Industry since 1977 and hold a Bachelor of Commerce and a Diploma in Financial Planning. I am a Certified Financial Planner and an Aged Care Specialist.I also find that many people are scared of Centrelink as they approach retirement so I have developed a comprehensive offering that not only prepares you for retirement but assesses your eligibility for Centrelink age pension (and overseas pensions) and walk you through the whole experience including completion of Centrelink paperwork, taking you to Centrelink for the enrolment appointment and then acting as your nominee so as to ensure that your Centrelink entitlements are always up to date and accurate. My clients love the service and the fact that they can be off travelling or doing their own thing whilst I look after their Centrelink.I am also an accredited Aged Care Professional and help many of my clients not only seek a placement but clearly explain the payment options available to them and assist with negotiating the proper financial arrangement. Sometimes a home care package is more appropriate than an aged care placement so I can also assess this for your loved ones. I welcome family to be involved in this process so as to properly protect the estate. My interests include lawn bowls, cricket and rugby.