About Me

I am a strong believer in living life to the full & enabling my clients to do the same. I bring a holistic approach to financial advice, combining my extensive experience & a strong empathy for people and for making the world a better place for as many people as possible.
A highly respected & trusted adviser, with over 15 years’ experience in the banking & financial services industry; My expertise & focus is on supporting, educating, and empowering clients to take control of their finances and in turn creating a lifestyle they choose.
This means it’s not just about improving a client’s financial position. Of course, that’s important. But financial advice is much more than that. It’s looking at building the life every client wants, prioritising what is most important at each stage of that journey, and creating a road-map to make it happen – together.
It’s what I put my heart and soul into every day.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Financial Index Australia Pty Ltd