About Me

With a wealth of experience across all facets of financial planning, I'm able to assist my clients with a full suite of advice strategies. Recent examples of how I've helped clients include SMSF establishment and management, Retirement planning, Investment advice through to budgeting and cashflow guidance. Feel free to contact me for a chat about your situation.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 23 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®