About Me

I began my career as an accountant in public practice back in 1983. After being offered a partnership in 1986, I spent the next 18 years helping clients to develop their business and provide strategic tax and financial advice. After establishing a financial planning arm to the accounting business in 1994, I made the decision to leave the practice in 2002 to start a new life as a financial adviser. I have a passion for assisting clients in achieving their financial and lifestyle goals both throughout their working life and then into retirement.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • 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 41 Years
  • Licensed By
    Licensed By Morrows Private Wealth Pty. Ltd.
  • Advice fees
    Advice Fees From $3,000
CERTIFIED FINANCIAL PLANNER®