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About Me

I have spent the last four years in the financial planning industry, having worked with one of the Big Four banks prior to that. Drawing on my solid career experience and tertiary education, I have extensive knowledge when it comes to providing financial advice, particularly for superannuation, wealth creation, portfolio management and retirement & tax planning.

Being analytical in nature, I apply strong problem-solving skills to navigate complex situations and find a solution that is tailored for clients.

I hold a Bachelor of Finance from the University of Adelaide and a Graduate Diploma of Financial Planning.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 1 Years
  • Licensed By
    Licensed By Midsec Licencing Pty Ltd