About Me

Principal of First Financial and Head of Licensing with over 20 years financial planning experience. Passions are helping individuals and retirees achieve financial freedom and supporting existing advisers with mentoring, training and business guidance. I take pride in using simple terminology when discussing and providing recommendations to clients (avoiding technical jargon) and have a personal goal to be your adviser for life.

Areas of Focus

  • Cashflow management
  • Debt management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By First Financial Pty Ltd
  • Advice fees
    Advice Fees From $2,750
CERTIFIED FINANCIAL PLANNER®