About Me

I have been working as an executive financial planner since 2001, I have been recognised in the Australian Financial Review Masterclass as a leading financial planner. This prestigious award recognised technical expertise in financial planning.Having completed a Bachelor of Business, Graduate Diploma in Financial Planning, Graduate Diploma in Applied Finance, and Diploma of Finance and Mortgage Broking Management. I am an accredited age care specialist, and has completed further study in self managed superannuation funds (SMSF) and derivatives.I am highly qualified and experienced in helping clients build and protect their wealth.I am passionate about helping clients define their visions and achieve their goals. My personal approach, and mindset to take the least amount of risk possible to achieve goals, is one that resonates with clients.I am also a member of the BUPA Aged Care Financial Advice Panel.