About Me

I take a highly personalised approach to helping private clients establish a tailored financial plan to grow and protect their family wealth. I manage the implementation and assist with ongoing management, ensuring strategies are updated in accordance with changes in personal circumstances, the economic environment and regulations. My clients feel secure and in control.
I have been providing financial planning advice to private clients for more than 26 years, formerly with Australian and global private banks, including Credit Suisse, UBS and Macquarie.
I am a Certified Financial Planner and a Tax (Financial) Adviser with the Tax Practitioner Board.
I hold a Master of Applied Finance & Investment (Finsia) and a Bachelor of Business (Financial Planning) with Distinction from RMIT University.