About Me

We all want to achieve financial peace of mind and success in life, however for many people, simply contemplating a financial decision is often stressful. With my support and experience, you’ll be able to make financial decisions with much more confidence as I help you make proactive decisions when opportunities arise and help you react positively to significant events or challenges in your life.I have 27 years’ experience in financial services and have also invested heavily into furthering my education. I am regarded as highly qualified within my profession because I am a Certified Financial Planner® and have a Business Degree and a Postgraduate Degree in Finance and Investment. My education enables me to help clients in all aspects of their financial planning needs and ensure they receive high quality advice.On a personal note, I settled on the Mornington Peninsula 21 years ago because it is the best place on earth to live, work and play and I feel privileged to be able enjoy all it has to offer.

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®