About Me

Having accumulated 25 years worth of experience in all aspects of financial planning I feel I am well placed to cover most clients needs. Whether it be saving for retirement, retiring, building wealth, protecting your loved ones and yourself or even just making sure your wealth moves to the next generation appropriately - I am here to help.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
  • Advice fees
    Advice Fees From $3,500
CERTIFIED FINANCIAL PLANNER®