MenuAbout Me
I have spent the past 15 years working with both boutique and institutional financial planning firms. These experiences have given me the skills required to understand what’s important to my clients, where they want to be and how to create a strategic plan to help them get there. My favourite saying is ‘A goal without a plan is just a wish’ and helping my clients achieve their lifestyle and financial goals is what motivates me on a daily basis.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 14 Years -
Licensed By Fortnum Private Wealth Ltd
