About Me

Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Self Managed Super Fund Specialist (SSA)
Works with high net wealth individuals and families to manage their financial affairs in collaboration with other key professionals | relationships.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Australian Private Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®