About Me

As a Certified Financial Planner, I consider it a privilege to have helped 100’s of people to achieve the retirement, lifestyle and financial goals that are important to them; and I continue to focus my business so that it has the capacity to help many more people achieve the same.



This is why I founded Yield Financial Planning in 2015, building on a history that dates back to 2006, with a mission to personalise financial solutions that add real value to our clients’ lives. In 2025, we celebrate 10 years, reflecting a decade of trusted advice and strong client relationships.



My expertise centre’s on providing advice that helps my clients to transition into retirement confidently and securely. Often this partnership starts when our clients are in their 40's. I work closely with high-net-worth individuals, business owners, doctors and senior executives, providing advice across retirement planning, wealth accumulation, investments, SMSFs, tax-efficient strategies, debt management, and insurance.

In February 2017 Yield was privileged to be selected as an FPA Professional Practice. Chosen for our high Professional and Ethical standards. I was also honoured to be awarded as one of 3 National Finalist’s for the FPA's Certified Financial Planner of the year 2018 & 2020. 

If you would like to know more about how you can achieve the retirement you desire, please feel free to touch base.