About Me

With over 25 years of dedication to financial planning, my role at Bartons Chartered Accountants & Wealth Advisors harnesses a wealth of expertise in strategic planning and risk insurance advice. As a Certified Financial Planner and Affiliate Chartered Accountant, my mission is intricately aligned with providing tailored planning advice to medical and professional clients. Our team's collective goal is to integrate financial planning within the broader scope of accounting services, ensuring a cohesive strategy for our clients' financial wellbeing.

In my current position as Director at Bartons, I have been leveraging my experience to offer comprehensive financial solutions that are specifically aligned with the unique needs of the medical community. This includes collaborating with the accounting division to deliver an integrated service offering, and as Australian Treasurer for MDRT, I contribute to the broader financial services industry, enhancing the standards and practices within our field.