About Me

I believe that the starting point to building a trusting relationship with my clients is to put them in control of their financial situation and that proper planning is the key to making that happen. Helping people reduce their tax bill also goes a long way to building good relationships!

Areas of Focus

  • Aged care
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Midsec Licencing Pty Ltd
CERTIFIED FINANCIAL PLANNER®