About Me

With over 20 years of experience in financial planning, I’ve been helping professionals, self-funded retirees, and small business owners make confident, informed financial decisions since joining GDA in 2007.

I hold a Master of Financial Planning, am a Certified Financial Planner® (CFP®), and an SMSF Specialist Adviser—credentials that reflect my commitment to delivering strategic, personalised advice with integrity and clarity.

My approach is holistic and client-focused, covering investments, superannuation, retirement planning, family wealth protection, and self-managed superannuation funds (SMSFs). I’m passionate about simplifying complex financial matters and empowering clients to achieve long-term peace of mind.

As a proud member of the Financial Planning Association of Australia, I’m dedicated to helping people gain financial clarity and build a secure future.

In 2024, I was a finalist in the Adviser of the Year Awards and GDA received an Outstanding Achievement Award for Financial Planning Practice of the Year. The awards were held by the Institute of Financial Professionals Australia.