About Me

I believe very strongly in the value of quality strategic financial advice. The initial strategy and restructure of a client’s affairs is supported by ongoing proactive portfolio monitoring and financial advice. Charges are by tax-effective fees rather than commissions.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Australian Financial Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®