About Me

I have extensive experience as a financial planner having provided advice for over 17 years. I excel in helping clients achieve their financial goals while making the complex easy to understand. I strive to consistently deliver complete and easy to understand advice to my clients.

Situated in Ascot Vale and specialising in retirement planning, SMSF, Centrelink, personal insurance and investments, I like to ensure that my clients can live the financial lifestyle that they deserve. I have a daughter and son and a new baby boy. When not working, you’ll find me fishing in my beloved boat on Port Phillip Bay.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®