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About Me

I’m an experienced financial planner skilled in SME planning, portfolio management, investment strategies, retirement planning and financial services. A Certified Financial Planner® (CFP) since 2015 and a member of the HPH Solutions financial services team since 2014, it’s been an honour to be recognised by the Financial Planning Association of Australia (FPA) in their national awards: 2018 FPA Community Service Award (sponsored by Future2) 2019 FPA Community Service Award (sponsored by Future2) 2020 FPA Certified Financial Planner® of the Year.

Outside of work, I’m passionate about giving back to the community. I’ve been a mentor in the Leading Youth Forward program (a Perth based charity offering mentorships for at-risk Perth teenagers in years 7 to 10) since 2013, and President of that organisation until 2021.

Areas of Focus

  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Tfg Australia Pty Ltd
  • Advice fees
    Advice Fees From $5,280
CERTIFIED FINANCIAL PLANNER®