About Me

Professionally licensed & accredited Financial Advisor with a focus on comprehensive & holistic advice. Main areas of expertise includes superannuation, retirement planning, wealth creation, debt & cash flow management. Additional expertise in SMSFs, share trading, margin lending & risk insurance. Advice provided on a Fee for Service basis with a focus on ongoing facilitation and review.

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
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 8 Years
  • Advice fees
    Advice Fees From $3,300