About Me

Accredited Aged Care Specialist™ | Financial Planning Leader | 35+ Years’ Experience

As an Accredited Aged Care Specialist™, I help families and individuals navigate the complexities of aged care, retirement, and estate planning with confidence and clarity. My approach is client-focused: I listen deeply, tailor advice to individual needs, and ensure every recommendation is practical, realistic, and achievable.

I work collaboratively with accountants, lawyers, and other advisers to deliver superior outcomes for clients. In addition to working directly with clients, I act as a specialist resource for other financial planners, providing accredited aged care advice when their clients need it most.

Transparency is at the heart of my practice. Since 1994, I’ve operated on a Fee for Advice basis, offering agreed flat fees and ensuring clients always understand what they’re paying for.

Specialties:
• Accredited Aged Care Specialist™
• Aged Care Advice
• Estate Planning
• SMSF Specialist Strategy
• Defined Benefit Superannuation

Let’s connect if you’re seeking expert guidance on aged care, retirement, or estate planning.

Increasingly, financial planners and their professional indemnity insurers recognise the complexity and risks of aged care advice. As an Accredited Aged Care Specialist™, I provide specialist consulting and advice to other financial planners, helping them deliver the right solutions for their clients and de-risking the process for referring advisers.