About Me

As a fully qualified and experienced accountant and financial advisor, I am dedicated to helping individuals, families and business owners achieve their financial goals. My goal is to provide tailored advice that empowers clients to achieve their financial objectives and long-term financial success.

I specialise in:

- Superannuation and Self-Managed Funds strategies
- Retirement Planning opportunities
- Wealth Succession and Estate Planning
- Tax Strategies and Asset Protection

I work closely with my clients to explore a range of strategic opportunities, providing personalised and transparent advice that helps to secure their financial future.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Tag Financial Advisors Pty Ltd