About Me

I hold a Bachelor of Applied Finance and a Diploma in Financial Services (Financial Planning) and am also an AFP member of the Financial Planning Association.I focus on developing a strategy and offering my clients all the information they need to feel comfortable with their financial direction, be it in superannuation, a specific asset investment or a general matter such as estate planning. This involves understanding their current situation as well as their long term goals and most importantly listening to what they really want.Whether you're new to investing or you are past retirement, I have the knowledge and ability to provide informative financial guidance to help you find the most appropriate solution to meet your needs.Married with a young family, I am an active investor myself and personally understands the importance of making informed financial decisions. I also make time to compete in sailing at a national level and enjoy other pursuits such as the SA Variety Bash each year.