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About Me

I have a Masters in Financial Planning. I have been actively involved in the financial planning and investment advisory profession since 1989 and have developed considerable expertise and professional competencies in all major areas of financial planning including:- Superannuation & Retirement Planning, Wealth Creation, Investment Advice, Risk Management & Estate Planning. Offices in Port Augusta, Port Pirie and Adelaide

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
CERTIFIED FINANCIAL PLANNER®