About Me

I have 25 years experience in the Financial Services Industry, I provide holistic financial advice tailored for the complex needs of high net worth individuals and families with a specialisation covering tax structures, superannuation, asset allocation, investment portfolio construction, estate planning and intergenerational wealth management. Specialties- Complex needs of high net worth individuals and families- Asset ownership- Debt structure- Superannuation- Estate Planning- Intergenerational Wealth Management- Asset Allocation- Investment Portfolio Construction