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About Me

I joined the financial services industry in 2002 and hold both a Diploma and Advanced Diploma of Financial Services (Financial Planning). Beginning with a casual chat, I work with my clients to understand their goals and build a robust financial plan to help them achieve them. I'm proficient at translating complex financial concepts into clear, tailored strategies. I love helping my clients organise their superannuation, build their savings, and protect themselves and their families with the right insurances.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
  • Advice fees
    Advice Fees From $2,600