About Me

I am a Certified Financial Planner® and Accredited Estate Planning Strategist® who takes great pride and satisfaction in delivering personal, tailored and comprehensive advice.

I entered the financial services industry in 2001, initially gaining experience within corporate superannuation, then financial planning within small, medium-size and large organisations.

My qualifications include a Master of Applied Finance, a Graduate Diploma of Financial Planning and a Bachelor of Business (Commercial Law). I am also a Financial Advice Association of Australia (FAAA) Accredited Estate Planning Strategist (AEPS®) and I was the first Financial Adviser within South Australia to gain this qualification.

With my knowledge and experience, I provide comprehensive presentations, advice and commentary to media outlets, including News Limited, the Australian Financial Review and the Financial Advice Association of Australia.

I enjoy working closely and proactively for my clients and deeply value honesty and integrity. Establishing a successful estate planning service catering to the needs of my clients has added to the enjoyment of my role in providing a truly holistic approach to comprehensive financial advice.