About Me

My role is to help people maximise the probability of acheiving their financial destiny. I help my clients in making smart decisions regarding their money. The way I do this is to spend enough time with clients to ask the right questions and listen carefully to the answers so that I understand what is important about money to them. My real world experience is built on my academic qualifications. I hold a Bachelor of Economics, a Graduate Diploma in Financial Planning and a Masters of Business in Marketing and am a Certified Financial Planner. In addition to this I undertake professional development each year well in excess of the required minimum. I am a member of the Financial Planning Association. I will guide you through complex personal, business and financial situations and make specific recommendations so that you have certainty. For you, this means strategies, actions and ongoing support leading to tangible progress toward your financial goals. When I'm not at work you'll find me enjoying all the great things Tasmania has to offer or just watching rugby . I'm a lifelong Wallaby and QLD Reds supporter. To find out more about me, view my LinkedIn profile.