About Me

I believe in a unique approach to client education. Rather than providing a financial plan full of jargon that not many understand, clients will receive advice and recommendations in a simple to understand manner through the use of graphs and whiteboard drawings.My primary role is to provide comprehensive strategic financial advice, tailored to the individual client needs and goals. During my career, I have been significantly involved in superannuation and wealth accumulation strategies for a broad range of clients, including Federal and ACT/NSW State employees.Being a specialist in the ComSuper CSS and PSS defined benefit schemes, I look to help clients maximise their final benefit entitlement, whether through retirement, redundancy, change of jobs or invalidity.