About Me

I am a Senior Financial Adviser based in Geelong with Apt Wealth Partners and I provide financial advice to Apt Wealth clients as well as from our referral partners. As a financial adviser I am passionate about working in partnership with clients to see them achieve their financial goals. I work with clients at various stages of life whether it be young wealth accumulators, families, pre-retirees or retirees. Each stage of life presents different challengers as I am aware with my own young family. So whatever your life stage, as an adviser I seek to provide clients with specific advice to their individual circumstances.Under Apt Wealth’s licence I provide advice in the following areas of superannuation, retirement pensions, investment advice including direct shares, debt reduction, estate planning, and Centrelink.