About Me

I have been a practicing Financial Planner for over 24 years and have extensive experience, having worked for various Industry Super Funds, financial institutions and Private Practice. Having recently worked onsite at Super SA as a contracted Senior Financial Planner, I have a specialist knowledge of all SuperSA products and SA Government super schemes, including the Pension Scheme, Lump Sum Scheme, Triple S Scheme, SA Ambulance Scheme and provide goals based, tailored, point in time fee for service advice to enable clients to plan for and undertake their best possible retirement.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Advice fees
    Advice Fees From $3,300
CERTIFIED FINANCIAL PLANNER®