About Me

I Assist clients in managing their wealth against the backdrop of a complex legislative environment and dynamic financial markets. I specialise in the following areas:
1. Retirement planning
2. Complex asset structures
3. Superannuation
4. Direct share, managed funds and other listed securities
5. Self Managed Superannuation
6. ESG & Social Impact Investing.
I have over 30 years of financial and investment experience, gained through working for some of the world’s leading investment banks and financial institutions. One constant in financial markets is change and I have advised my clients through some of the most challenging market conditions of our time. My clients entrust me with managing their wealth and this is a privilege that I take seriously. I offer an uncompromising level of service where commitment and performance go hand in hand. I seek new clients that are interested in building financially rewarding long term relationships