About Me

I am in my 40's, am married and have 2 kids. I have a tax back ground and a wealth of experience in providing personalized advice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Concord Licensee Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®