About Me

I am a Director and Senior Financial Planner at Apt Wealth Partners. I was awarded the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year and have received several awards in the financial services industry for professionalism and commitment to clients. I have ranked Top 3 in the Barron's Top Adviser Awards for 2021, 2022, 2023. I hold a Bachelor of Commerce, Bachelor of Economics, Advanced Diploma of Financial Planning and am a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association of Australia. I love what I do and it is really about helping people to ensure they "live for today and plan for tomorrow". Apt has a goals based approach and our detailed process and expertise aim to give people he peace of mind to enjoy life in the knowledge they are financially secure. On a personal level, I enjoy spending time with my family and beautiful kids Jack, Charlotte and Chloe, keeping fit, travelling, and following the Carlton Football Club.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Apt Wealth Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®