About Me

Based in Moorabbin I have provided Financial Planning Advice for over 39 years. I look after all clients and specialise in SMSF retirement, Super & direct shares.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 39 Years
CERTIFIED FINANCIAL PLANNER®