About Me

I provide advice across all areas of planning including superannuation, retirement planning, transition to retirement, SMSF and wealth creation advice. I have a speciality in personal insurances including Income Protection. I have been in the financial services industry for the last 20 years or so, with the last 6 of those as a Financial Advisor, and am supported by an excellent team.

I am a client focused Financial Advisor, who enjoys engaging with people to help them achieve their financial success. I enjoy guiding my clients through the ever-changing rules and numbers and finding strategies which help them to feel secure, while also working to achieve their goals. I consider my approach to be holistic and I'm competent across a variety of strategies and client demographics.
It's important to recognise that everyone has a unique situation which requires personalised solutions, and I enjoy taking the time to fully understand my clients and their families, financial position and goals. Being able to develop a solution or strategy for them, and then working together to put that in place is greatly satisfying.