About Me

I am a Certified Financial Planner (CFP) with over 25 years experience. I have tertiary qualifications in Mathematical Sciences, as well as a Post Graduate Diploma in Applied Finance and Investments. I joined Goldsborough Financial Services in May 2022.

I enjoy discussing the vagaries of investment markets with clients. I aim to make complex financial issues, like Superannuation and Centrelink (the Aged Pension) simple. My goal is to have happy, educated clients, who see the value in our ongoing relationship.

I take pleasure in helping clients plan the lifestyle they would like to create in their retirement and then guiding them on the journey. I particularly enjoy hearing stories of their travels, the special moments they share with family and friends, knowing that I’ve played a part in helping them achieve their “retirement dreams.”