About Me

I am a Certified Financial Planner with over 20 years financial planning industry experience. I am experienced in dealing with clients from a wide variety of backgrounds who face their own unique challenges in meeting their goals. I specialise in retirement planning (including advice on government benefits) and wealth creation. In addition, I have experience across a range of specialist advice areas including self-managed superannuation and government superannuation schemes. I enjoy helping my clients to understand complex financial and economic matters and how these impact on them and their situation. I find that informing and educating clients is the best way to assist them to make appropriate decisions to stay on track to meet their long term goals.