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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
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
CERTIFIED FINANCIAL PLANNER®

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  • The Financial Advice Association Australia acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.
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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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