About Me

I have worked in Financial Services for over 39 years and have been a practicing Financial Adviser since 2001. Recently I have worked onsite at Super SA as a contracted Senior Financial Planner and Team Leader of a group of financial planners, and I have an in-depth understanding of all SuperSA products and SA Government super schemes, including Lump Sum, Ambulance (both defined benefit) and in particular the Triple S Scheme. These schemes are very nuanced and require specialist knowledge to ensure members maximise all of their potential benefits. Beyond these schemes, I have assisted thousands of clients outside the SA Government during my time as a practicing adviser, working for various Industry Super Funds, financial institutions and private practice.

I provide goals based, tailored, fixed cost fee for service advice and specialise in pre-retirement and retirement planning strategies, including salary sacrifice, transition to retirement and structuring tax effective retirement income. My sole objective is being able to ensure the clients I work with feel fully informed, understand the benefits of strategic advice and are confident they have planned for and can then undertake their best possible retirement.