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About Me

Geraldton's most experienced Qualified Financial Planner helping clients for 40 years.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 40 Years
  • Licensed By
    Licensed By Tfg Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®