About Me

I'm passionate about helping my clients achieve their goals and making sure each client walks away feeling reassured that their finances are being looked after by the right person.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®