About Me

Passionate about helping clients to achieve their goals.Over 25 years of experience in providing advice to individuals and families. Specialist in Self Managed Super Funds, Direct investment, Individually Managed Accounts and Aged Care.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Hewison & Associates Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®