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About Me

Specialises in SMSF strategic and planning advice as well as family succession. Experienced across all other aspects of advice.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Bdo Private Wealth Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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