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About Me

My aim as a Financial Adviser is to provide advice that leaves the client in a better position and feeling more confident in their financial decision making than before they met me. My specialty is engaging in long-term relationships that often start by protecting assets and income with personal insurance, and then transitioning to wealth accumulation and retirement planning strategies. I started in financial services in 2004 and 3 years later had established FIA Financial Planning. I enjoy helping people from all age groups and demographics, from start-up business owners to retirees. I'm keen to help wherever I can.

Areas of Focus

  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Wealth Iq Group Pty Ltd