About Me

I am a Partner at TAG Financial Services, having been with the firm since its inception. With extensive expertise in auditing, superannuation, and investment advisory, I lead the Investment Advisory and Wealth division. Committed to understanding each client's unique vision, I am dedicated to developing personalised strategies that pave the way to financial security and independence.

I assist both individuals and business owners grow their wealth through:

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

I am also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring that I am qualified to assist clients achieve their financial objectives.