About Me

I have over 29 years’ experience providing financial planning advice to private clients, having previously held roles with leading financial advisory firms, including Shadforth, Credit Suisse, UBS and Macquarie.
I take a highly personalised approach to working with clients, helping them establish tailored financial strategies to grow and protect their family wealth. I oversee the implementation of these strategies and provide ongoing guidance, ensuring they remain aligned with changes in personal circumstances, the economic environment and regulatory requirements.
I am a Certified Financial Planner (CFP®) and a Tax (Financial) Adviser registered with the Tax Practitioners Board. I hold a Master of Applied Finance & Investment from FINSIA and a Bachelor of Business (Financial Planning) with Distinction from RMIT University.
My clients value the clarity and confidence this approach provides, enabling them to feel secure and in control of their financial future.