About Me

What does financial success look like to you? For us to give you the best financial advice, we first need to understand you – your lifestyle, concerns, priorities, and financial goals.Once we have a clear picture of where you are and where you want to be, we can create a detailed financial plan to get you there. Your financial plan will outline how you can get the most out of your money by providing tailored advice in areas such as: •

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®