About Me

A true advice professional with over 25 years' experience in both domestic and international markets.

My goal is to both protect and enhance my client’s investments and retirement plans with sound holistic advice covering investment, superannuation, estate planning and risk management strategies.

My past experiences range from working with Small to Medium Enterprise owners, Self-Managed Super Fund trustees and also individual families with their personal and business.

I am dedicated to ongoing study and education, having completed my Master's degree in Applied Finance (majoring in Wealth Management.) I have also completed further studies in Financial Planning, Superannuation Management and Technical Analysis.

I am a member of the Financial Planners Association of Australia and also hold the CFP designation with the FAAA.

I am also a designated Certified Financial Technician with the International Federation of Technical Analysts.

I am committed to abide by FASEA code of professional practice ethics.

I have undertaken professional development on engaging with victim survivors of sexual violence, including child sexual abuse, sexual harm and sexual assault. For these clients I aim to provide my financial advice in a way that is sensitive to their needs and experiences.

I believe that the values shown above are the best way to develop a long-lasting relationship that will add long term value to your financial well-being