About Me

I have 24 years experience in the wealth management and financial sector.

Over that time, I have had the privilege of helping hundreds of clients achieve their financial, retirement and investment planning goals. I do this by taking the time to listen and deeply understand my client’s needs, before creating tailored strategies to help my clients achieve them.

Academically, I hold 3 master’s degrees: a Master of Applied Finance, a Master of Financial Planning and a Master of Business Administration. I am also a Certified Financial Planner with the Financial Advice Association of Australia.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
CERTIFIED FINANCIAL PLANNER®