About Me

I have over 12 years of experience in the financial planning industry and can provide advice on building wealth, investment, listed securities, superannuation, retirement planning, personal risk management, tax, estate planning, aged care, Centrelink, margin lending, tax and cashflow management.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Findex Advice Services Pty Ltd