About Me

I am a proud Partner at TAG Financial Services and have been with TAG since the firm’s commencement. Leading the Investment Advisory and Wealth division, I explore financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

I am proud to be part of a comprehensive financial services group, where I work closely with clients on strategic planning that aligns with what matters most to them, empowering them to achieve their goals and maximise their financial journey.

My approach integrates:

• financial planning
• tax strategies
• estate planning
• optimised superannuation opportunities

You will also find me regularly participating in financial media and local business group presentations, which has allowed me to stay deeply engaged with current market trends, communicate complex financial insights effectively, and build a strong network within the industry.

On a more personal note, I really enjoy travel and sharing my passion as an example of what can be done with focus and making the important things to you a priority - I like to think I inspire them to JUST GO AND DO IT - and make the things that are important to them come alive!