About Me

As a seasoned financial services professional, Principal Financial Advisor, and SMSF Specialist Advisor (SSA®), I specialise in holistic wealth management, providing personalised and strategic financial advice to help clients achieve their financial goals. I am a dedicated relationship builder and strategic thinker, committed to delivering tailored financial solutions that offer comprehensive and insightful guidance for long-term success and financial well-being. A passionate Financial Literacy Advocate, I empower clients with the knowledge and confidence to take control of their financial future.

I offer expert advice in Cashflow Planning, Debt Management, Insurance, Investment Advice, Self-Managed Superannuation Funds (SMSF), Taxation Planning, and Retirement Planning. My collaborative approach allows me to work effectively with individuals, families, small to medium enterprises and deceased estates.