About Me

I am a hard working, conscientious and well-educated professional, with more than 10 years experience in the financial services industry both in Australia and the UK. I have particular expertise in providing independent, holistic advice to clients with a focus on developing and implementing a personalised financial plan.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By First Financial Pty Ltd
CERTIFIED FINANCIAL PLANNER®