About Me

We have been named as one of the 'Top 25 South Australian Fast Movers for 2013 and 2014', by SA In Business magazine.
And this is how it all started - Having worked previously in the National Australia Bank, then wanting to follow my passion into working out problems and strategies for people in the world of Financial Planning, I started in 1990 in this industry which then was in its infancy, still trying to find its feet in Australia. I am a member of the Financial Planning Association of Australia (FPA), and over the years I have attained Certified Financial Planning Status (CFP) and have also completed my MBA.

My goal is to be able to be the planner of choice for people and their referrals. I work hard to get our name better known within the marketplace, and to promote our brand.

Specialties: As many people find Insurance morbid and boring, we specialise in knowing the features, benefits and definitions of various insurance products such as Income Protection, Key Man and Loan Protection, Trauma and Life insurances. Other areas of advice involve Superannuation Advice, Investment Advice and Loan and Debt Advice for both small to large Companies and Individuals.