About Me

I have over 16 years experience in the Financial Services industry, specifically in a Financial Planning capacity. I have extensive experience in the areas of superannuation, SMSF's, retirement planning, investments, risk management, social security, aged care and estate planning. I am passionate about building long term relationships with my clients and adding value by taking a holistic view of their personal and financial situation, their dreams and aspirations and help put my clients in a better position to achieve their lifestyle and financial goals and objectives. My core values consist of professionalism, accountability, integrity, ethics, honesty and respect.