About Me

My entire career has been spent working in financial services. I have over 20-years’ experience as a financial planner and have seen plenty of change, especially within superannuation. Financial planning provides me with the opportunity to enhance people’s lives, both financially and lifestyle wise. Being based in a regional area enables me to provide financial planning services locally. If we can’t do so in person, then we can discuss your financial planning goals using online mediums. I enjoy the diversity that financial planning offers, and the nuances of superannuation are always changing and evolving. My main areas of advice are based around retirement planning, estate planning (both business and personal succession planning), as well as life insurance.