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About Me

My investment approach starts with you. Whether you are looking for wealth creation strategies or are focused on wealth preservation as you approach or settle into retirement, I can help you plan wise investment choices appropriate to your situation. I specialise in superannuation and investment advice concerning Australian shares and listed securities, particularly for Self Managed Superannuation Funds and I offer access to a wide range of share broker research and other relevant information.

Areas of Focus

  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Honours Degree
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Pgw Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®