About Me

"It's an absolute privilege to guide our clients in their financial and wealth management, and knowing that we play a part in them living a happy and fulfilling life"

Areas of Focus

  • Cashflow management
  • Debt management
  • 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 27 Years
  • Licensed By
    Licensed By Wh Capital Pty Ltd
  • Advice fees
    Advice Fees From $5,500
CERTIFIED FINANCIAL PLANNER®