About Me

I have been a Financial Planner for a number of years now after graduating from University with a Bachelor of Economics and completing the FPA CFP designation. I aim to provide advice to my clients which allows them to achieve their ultimate idea of financial freedom in a straightforward and easy to understand way. My clients appreciate my professional approach and my commitment to ongoing education supports a level of trust that they have not experienced before. My areas of specialisation are superannuation, investments, personal risk insurance, savings and investments and SMSF's.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®