About Me

A Senior Advisor with over 15 years’ experience providing holistic advice, as an accountant and private wealth advisor.
I have extensive experience in portfolio construction, investment management, business and wealth succession planning, self-managed superannuation and estate planning.
I specialise in building trusted relationships and providing strategic investment advice to High Net-Worth Individuals, Families, Family Offices and organisations.
Being RIAA Certified in responsible investments has led to providing advice to private clients, Family Offices and the Not for Profit (NFP) sector. I find aligning clients preferences to their investments particularly rewarding.
I hold the designations of Certified Financial Planner (CFP®), Self-Managed Super Fund specialist advisor (SSA®), registered tax (financial) advisor and have also graduated from the Australian Institute of Company Directors program (GAICD) and the Executive Leadership Program from Harvard Business School.