About Me

I work with successful people who like to have an ongoing professional relationship which enables them to make informed financial decisions, so that they can focus on enjoying what is more important in their life than money. I hold a Bachelor of Business from the University of South Australia, a Diploma and Advanced Diploma in Financial Services (Financial Planning) and a Certificate IV in Financial Services (Finance and Mortgage Broking). I have also obtained the Certified Financial Planner™ practitioner designation, the highest certification within the financial planning industry. Before joining Shadforth Financial Group I worked in management in an ASX200 listed company. I have been providing financial advice since 2008, and have worked with a broad spectrum of clients, including high net worth individuals. I am passionate about developing and maintaining long term relationships and enjoy helping people achieve their personal financial goals. I specialise in working with those in business, especially primary producers. I enjoy working with these clients to enable them to live the lives they want, through being able to make informed choices including succession planning. I also specialise in developing personalised personal solutions for clients, Retirement Planning and Cashflow Management for people in all stages of their lives.