About Me

Practicing as a Financial Planner since 1990 and have completed a Master of Financial Planning qualification. Provide specialised advice in Wealth Protection & Life Insurance, Wealth Accumulation & Investment, Superannuation (including self managed funds), Estate Planning, Centrelink & Aged Care Planning.

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 34 Years
  • Licensed By
    Licensed By Adelaide Financial Planning Pty Ltd
  • Advice fees
    Advice Fees From $660
CERTIFIED FINANCIAL PLANNER®