About Me

I have over 20 years experience within the financial services industry. My experience has allowed me to evolve my knowledge and expertise, developing my passion for client focused advice. I have completed a Bachelor of Business (Majors in Financial Management & Management), Advanced Diploma of Financial Services and Diploma of Financial Services. I am a Tax Financial Adviser & a specialist SMSF adviser. I provide tailored advice for individuals and businesses. My reward is seeing my clients realise their financial and lifestyle goals.

LIST OF SERVICES:

•     Investments (property, shares, cash and managed investments);
•     Superannuation (including self-managed superannuation);
•     Life insurance, Total & Permanent Disablement, Critical Illness, Income Protection, Business Expense cover, Keyperson, Buy-sell agreements, ;
•     Estate Planning
•     Cash-flow management; and
•     Retirement planning
•. Tax Financial Advice
• Aged Care