About Me

I am a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL (CFP) with over 20 years experience in the Financial Services industry. I work on a non-commission basis and work with my clients to help them identify and achieve their personal and financial goals, always acting in their best interests. Our advice is tailored to help our clients achieve their lifestyle and retirement dreams.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Telstra Super Financial Planning Pty Ltd
  • Advice fees
    Advice Fees From $1,100
CERTIFIED FINANCIAL PLANNER®