About Me

2014 National award winning CFP professional of year at your service. Who says you can't have your cake and eat it too. With the right advice you can live an enriched life. Outside of work my priorities are personal development, family, friends and playing golf/soccer (hopefully without injury).The highlight of my day is meeting new families and seeing my existing families. Simply put, we answer 2 questions: 1. Are you ok? 2. Are you on Track? Please call or email me.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 26 Years
CERTIFIED FINANCIAL PLANNER®