About Me

I have been working in the Financial Planning Industry for over 20 years and service clients in Whyalla and Port Pirie. I specialize in Retirement Planning and provide strategies and assistance to help maximize your Centrelink entitlements and minimize tax to build wealth for your retirement. The first appointment is no cost, so please leave a message to see if I can be of assistance to you.

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 23 Years
  • Licensed By
    Licensed By Fiducian Financial Services Pty Ltd