About Me

Having worked in the superannuation and financial planning industry since 2005, I have been fortunate to help many Australians with their financial decisions.
My purpose is to assist clients in identifying their financial goals, navigating the different paths available, and choosing the best options going forward. I have gained valuable experience from my time at financial institutions such as Aware Super, NAB, Telstra Super, and KPMG. I have provided financial advice for over nine years and have developed a deep understanding of the challenges and opportunities faced by Australians in the years leading up to and during retirement. My recent experience has focused on compliance and ensuring that quality advice is provided by financial planning providers. The rules around superannuation, tax, and Age Pension entitlements are constantly changing, and I believe there is always an opportunity to educate clients and adapt positively to these changes.
My areas of technical expertise include superannuation wealth management, social security support, and retirement income strategies. I genuinely enjoy working with clients and supporting them in making a meaningful difference in their lives.