About Me

I have worked with hundreds of different clients across my career however most commonly busy professionals, small business owners, high net worth individuals and pre/post retirees. We offer obligation free initial appointments where we truly get to know you, and your goals and objectives so that we can tailor a plan to meet your needs.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®