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
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Momentum Wealth Management Corporation Pty Ltd