About Me

I'm passionate about helping people improve their financial position so they can concentrate on what is important to them, such as their family and realising their future personal goals.I specialise in working with people who have families to protect and those saving for retirement. I also work with people in retirement to maximise their income and obtain government benefits.Why am I able to do this? I have over 21 years experience in helping my clients reach their goals, protect their families and retire in the best possible shape. Ultimately I provide greater certainty and peace of mind about my clients' financial future.Prior to becoming a Financial Adviser I had a 17 year career in financial services working as an Economist, Banker and Fund Manager. I have 3 degrees in Accounting, Economics and Business Administration. I also have post graduate qualifications including the CFP (Certified Financial Planner) designation.All my current clients value the help my team and I have provided over the years and they can count on us to assist them and their families in years to come.