About Me

I have been working in Financial services since 2007 and I'm passionate about helping people by offering expert Financial Advice and delivering exceptional service to our clients. I provide financial advice and strategies in a straight forward, down to earth manner that enables my clients to understand exactly where they are, where they want to head and how to navigate to their desired end goals. I work in all areas of investment, insurance and superannuation as well as strategic advice. I also advise on Self Managed Super Funds. I charge on a fee for service basis. I love Financial Planning and have a passion for helping people live with financial security.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Belfast Wealth Advice Pty Ltd