About Me

Once I graduated high school, I moved to California to play college tennis. It was at University I discovered my passion for financial services. After graduating with a Bachelor of Science (Majoring in Finance) from California State University, Northridge; I spent the next 15 years in the U.S.A. predominately working in the Financial Services Industry. I returned to Australia in 2010, and continued my passion in Financial Planning. I specialise in providing tailer-made solutions by understanding what is important to the client and catering to their individual needs. I engage closely with other professional advisers and consultants such as accountants, Estate planning lawyers, Family lawyers and the like to ensure I provide holistic solutions.

Areas of Focus

  • Cashflow management
  • Debt management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Advice Assist Australia Pty Ltd