About Me

With over 27 years financial experience having commenced as an insurance and investment advisor. Throughout the years of experience, I have continuously developed and enhanced my skills and expertise in the field. I not only provides strategic financial planning advice to individuals, I also advises a number of corporations with regards to their investment portfolios, their company superannuation funds and their key person risk management requirements. Specializing in not only financial planning and retirement planning I am also qualified to advise on superannuation and managed investment funds. I hold a Diploma of Financial Planning and the industry prestigious Advanced Diploma in Financial Planning. I am also near completion of my post graduate Diploma of Financial Planning of which internationally marks and represents one of the highest professional certification that can be awarded to a financial planner.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Personal Financial Services Ltd