About Me

I am a highly qualified and experienced Private Wealth Adviser with over 26 years’ experience in the wealth management industry. I develop and manage holistic wealth creation and investment strategies tailored to client's needs and market conditions. Gaining and maintaining a thorough understanding of each client’s unique circumstances, lifestyle as well as financial objectives and tolerance for risk in the pursuit of their goals, is central. One of my key roles is to empower my clients with knowledge of how they may best optimise their financial wellbeing through understanding the strategy, structure and investment choices available, and their impacts, rather than simply providing access to products. I have also been a contributor to the Herald Sun’s ‘Your Money’ section, answering readers’ financial planning questions.