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 have gained 18 years of professional experience within the financial services industry within corporate superannuation and 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 FPA Accredited Estate Planning Strategist (AEPS®) and I am the first Financial Adviser in 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 Planning 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.