About Me

I’m a Certified Financial Planner and Director at Apex Advice.

At Apex Advice, we help under 55s make savvy financial decisions to organise, grow, and spend money with confidence.

We've seen too many people leave it until they were on the precipice of retirement to get advice. Hearing too often, "I wish we had done this ten years ago".

We set out to change that.

At Apex Advice, we make financial advice simple and accessible to a younger cohort of busy professionals who want more out of life than being tied to their desk until they are in their 60s.

We sort out the unsexy stuff like super and insurance, but what makes us tick is helping our clients identify and accomplish what matters most to them. We get to know your 'why' before we help you with the 'how' of your money.

Everything we do focuses on balance. We believe you should be able to live it up now and make money progress without sacrificing either.

Based in Geelong, we build long-lasting relationships with our clients with personalised, purposeful and outcome-focused advice and guidance.

Our ultimate goal is to help you reach the top of your financial Apex, where you wake up one day and realise that you don't have to work anymore. You can choose where, when and how you spend your time.

My idea of financial freedom is to keep active, travel, take Murphy my bulldog for a walk, drink plenty of coffee with family and friends but most importantly watch my mighty Carlton blues play on the weekend.