About Me

I am a seasoned finance professional with a 22-year successful career in financial planning behind me. During this time, I successfully co-founded, managed and ran a financial services business for ten years, where I helped hundreds of clients achieve their financial and retirement goals.

With a strong knowledge of the financial sector and how insurers operate, I became increasingly concerned about how thousands of Australians who were entitled to some form of personal risk insurance/superannuation payout due to accident, disability or injury were missing out. This compelled me to form Claims Advocacy, a specialist firm founded to ensure every client would get the payout that was rightfully theirs.

I hold a bachelor’s degree in commerce, in addition to being an MBA graduate from the prestigious Edith Cowan University (Perth), in 2000. I am also a Certified Financial Planner® and a Self Managed Super Fund Specialist Advisor™, bringing a wealth of knowledge to Claims Advocacy.

Areas of Focus

  • Life/personal insurances
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Cfg Advice Pty Ltd
CERTIFIED FINANCIAL PLANNER®