About Me

As a Certified Financial Planner with over 18 years of experience, I help individuals and families make confident financial decisions across key areas like wealth accumulation, family protection, retirement planning, and aged care.

I help clients make sense of their finances at every stage — from growing their wealth and protecting their family, to preparing for retirement and navigating aged care or estate planning with confidence.

I believe good advice starts with understanding where you are and where you want to go. By setting clear goals and tailoring strategies to your unique situation, I help clients make informed decisions and avoid costly mistakes.

My approach is personal, practical, and centred around you and what matters to you — with ongoing support to help you move forward with clarity and confidence.

Areas of Focus

  • Aged care
  • Cashflow management
  • 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 15 Years
  • Licensed By
    Licensed By Personal Financial Services Ltd
CERTIFIED FINANCIAL PLANNER®