About Me

I am the Principal/Owner of My Financial Planner Pty Ltd an Authorised Representative of Capstone Financial Planning, a privately owned company not owned by a fund manager, bank or other financial institution. We are located at 9 Keilor Road, North Essendon VIC 3041.I have been practising as a Senior Financial Planner for over 16 years and previously as a Tax Accountant for over 5 years. I am both a Certified Financial Planner and a Certified Practising Accountant. Our Client Value Proposition:Good advice that is professional, easy to understand and achieves great outcomes.We help you define your goals, then transform them into a plan that will allow you to realise your dreams. Our individually tailored review service will help keep you on track to achieve your goals.We can provide advice on: Superannuation personal and business, including Self Managed Superannuation Personal and Business insurance, including Life insurance / Income Protection insurance Investments and strategic asset allocation Budget and cash flow managementDebt management (including borrowing for personal and investment purposes)Salary packagingSuperannuation strategies and retirement planningEstate planningCentrelink and other government benefitsAged Care Services AdviceOngoing advice and services, including regular portfolio reviews