About Me

I've been a Financial Adviser for over 27 Years and have witnessed the apprehension many people have when transitioning from work where income is paid every fortnight to retirement. I am passionate about ensuring clients receive the time and care required to navigate this life event with confidence” and to have the most wonderful retirement!

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Kaizen Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®