About Me

I have been working in the financial planning industry for over 20 years. My strengths lie in identifying the clients financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular review, ensuring these strategies continue to meet the needs of the client.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Financial Index Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®