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About Me

I have been a financial planner since 2009. As a financial planner, I help my clients reach long term financial security through strong strategic advice and building a long-lasting relationship. I give advice in areas such as: Debt Management, Budgeting, Wealth Accumulation, Superannuation (including Self Managed Super), Retirement Planning, Social Security and Personal Risk Insurance.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Stratton Business Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®