About Me

Enjoys developing long-term relationships with his clients and being completely invested in their financial well-being. Specialist interests in superannuation and retirement planning strategies, tax effective investment, succession planning and personal/family protection solutions. Committed to developing and growing the collective expertise of the Trilogy team.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®