About Me

Fully Qualified Financial Planner with ASIC with over 15 years' experience in Financial Planning and prior in Banking and Finance. Office located in Brighton, Bayside and Frankston Melbourne. I have a real passion for providing clients with confidence and clarity to achieve their goals and financial objectives. I am fully qualified in all areas of financial planning including, superannuation, Investment strategies, wealth management, retirement planning and Aged care.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By The Intelligent Financial Group Pty Ltd