About Me

I have spent my working life in the world of financial planning and private wealth management.

Since 2004, I have worked in a variety of roles within successful Melbourne and Sydney based financial planning businesses, assisting high net worth individuals and small business owners in managing all aspects of their financial affairs.

As a Founding Director and Authorised Representative of Cygnet Financial Pty Ltd, I aim to combine my technical expertise with an understanding of how “money issues” intersect with people’s complex lives. I aim is to simplify financial affairs and provide solutions to complex situations to quickly and painlessly ease the burden.

I have lived in Melbourne my whole life and hold a Bachelor of Business and Commerce and Graduate Diploma of Financial Planning. I have a specialisation in direct equity investment and advice accreditations in Self Managed Superannuation Funds (SMSFs) and Estate Planning.