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About Me

I have been a financial planner since 2000. I have a Masters in Financial Planning and I am a specialist in Self Managed Superannuation. My goal is help my clients live their desire lifestyle, by working with them to make smart financial decisions.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Viridian Advisory Pty Ltd