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About Me

Our aim is to ensure our clients make smart long term financial decisions, so they can enjoy today whilst planning for tomorrow.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Retirement
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 31 Years
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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