About Me

I have worked in financial services since 1997 including 12 years in London and Hong Kong. I hold a Bachelor of Commerce majoring in Finance as well as a Graduate Diploma in Financial Planning and am also a Financial Planner AFP® with the Financial Planning Association of Australia(FPA). As an experienced professional I provide holistic financial advice to new and existing clients as well as educating them about their finances. I enjoy getting to know clients goals and developing plans to help them achieve what they want with their finances. Outside of work I keep busy looking after my young family and enjoy trail and road running.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Apt Wealth Partners Pty Ltd