About Me

With 17 years of experience in financial advice, I know the importance of helping people achieve financial independence, comfortable retirement, and protecting families from financial burdens due to illness or death.
I get an enormous sense of personal satisfaction from helping clients achieve their goals and contributing positively to their personal and financial well-being.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By The Complete Planner Pty Ltd