About Me

With over 20 years’ experience as a CERTIFIED FINANCIAL PLANNER® I will work with you to understand your financial goals and determine your ‘dreams worth fighting for’. I will then advise you on what’s required to secure your financial future so you can live the life you've planned to have.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 23 Years
  • Licensed By
    Licensed By Politis Investment Strategies Pty Ltd
CERTIFIED FINANCIAL PLANNER®