About Me

With over 20 years experience as a financial adviser, and with specialist knowledge and experience dealing with aged care and Centrelink, as well as self managed superannuation funds, I now provide advice primarily focussed on pre and post-retirement planning for individuals and couples as well as providing specialist advice to families and individuals trying to navigate the aged care system. I mainly work with clients in Melbourne, Ballarat and surrounding areas but can work with clients throughout Australia using video conferencing and other technology; my main criteria for agreeing to work with clients is that they see value in advice and are wanting to make their own informed financial decisions.