About Me

I am a financial adviser with a focus on providing affordable, customised advice to individuals and families. I have worked in the financial services industry for over 25 years and have been a financial adviser for 20 years.

Areas of Focus

  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Custodia Wealth Solutions Pty Ltd
CERTIFIED FINANCIAL PLANNER®