About Me

I'm a Certified Financial Planner and have worked in the financial services profession since 2004 gaining valuable experience in Adelaide, Melbourne and London. I’ve gained extensive knowledge in areas including portfolio construction, superannuation (including Self-Managed Super), wealth creation, retirement planning, tax strategies and estate planning. I believe that working collaboratively with other professionals such as Accountants and Lawyers is critical in achieving superior financial outcomes. I hold hold a Bachelor of Commerce from the University of Adelaide and a Graduate Diploma of Financial Planning. As a Certified Financial Planner (CFP®), and a member of the Financial Planning Association of Australia, I’m committed to the highest level of ethical standards in the provision of financial advice.