About Me

I’m a Senior Financial Adviser, working with medical specialists and SA Public Servants across South Australia and Tasmania to help them make confident, strategic financial decisions at every stage of their careers. With over 20 years in financial services, I specialise in superannuation strategies (including defined benefit schemes), retirement planning, salary sacrifice, insurance, , transition to retirement and advice for Super SA Members.

I understand the unique challenges of balancing public and private practice, and the complex superannuation and tax considerations that come with it. My focus is on delivering tailored solutions that align with my clients’ professional demands and personal goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 18 Years
CERTIFIED FINANCIAL PLANNER®