About Me

Basically, I'm a financial GPS. Together with my clients we work out where they want to go and then I map a course to get them there.

I also come in handy by helping my clients stay on the right course or if they meet a road block helping them to remap.

With a Masters of Financial Planning, Fellow Chartered Financial Practitioner designation and 14 years industry experience (including 7 years a Financial Planner) under my belt, I use my skills and knowledge to support my clients through comprehensive, holistic, client focused advice.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Count Financial Limited