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About Me

I seek to work with you on achieving your personal financial goals to enable you to enjoy today and plan for your future. I seek to understand what is important to you, your family or business partners, to then structure the right insurances or wealth creation plan to place you in a better financial position and protect your key risks. I am an Authorised Representative for Symmetry Group Pty Ltd who holds an Australian Financial Services Licence No. 426385. I hold a Bachelor of Commerce from Curtin University since 1996, Graduate Diploma in Financial Planning 2001 and CFP since 2004.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Symmetry Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®