About Me

I became a financial adviser after spending over 20 years climbing the financial services industry “ladder” – on the corporate and management side of things. Rather than continuing to navigate the corporate jungle, I decided to become a “hands-on” financial adviser as I truly enjoy helping people achieve financial freedom and wanted to direct my energy into caring for my clients. When I am not helping clients, I enjoy spending time with my family, playing tennis, fishing or dabbling in photography.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd