About Me

I am a Director and Financial Planner with Intergenerational Wealth and I have been advising since 2006 in the financial services and banking sector.

I hold a suite of qualifications within the industry including an Advanced Diploma of Financial Services (ADFS) and a Diploma of Business (Banking and Finance).

My passion is ensuring clients are prepared for retirement and that they are able to meet their income needs throughout retirement through the use of their own investments and maximising Centrelink benefits if available. I also look to work with clients to allow them to meet, grow and protect their wealth. I aim to be the person that all my clients go to when they have a financial question or concern.

On a personal level I am married with 2 kids and love spending time with my family and friends. I am a keen runner, an avid sports fan and particularly enjoy the AFL supporting the Melbourne Demons.